EFS
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Econ Financial Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Econ Financial Services’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.63M Buy
52,177
+942
+2% +$46.7K 1.23% 36
2026
Q1 		$2.34M Buy
51,235
+45,175
+745% +$2.12M 1.09% 39
2025
Q4 		$269K Buy
+6,060
New +$265K 0.13% 72
2023
Q3 		– Sell
-35,143
Closed -$1.14M – 97
2023
Q2 		$1.14M Sell
35,143
-649
-2% -$21.2K 0.81% 49
2023
Q1 		$1.15M Buy
+35,792
New +$1.13M 0.87% 51

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Econ Financial Services's SPDW Position: Q2 2026 in Review

Econ Financial Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.8% in Q2 2026, buying an estimated $46.7K and bringing the position to 52,177 shares worth $2.63M. The position accounts for 1.23% of the portfolio, ranked #36.

Econ Financial Services first reported a position in SPDW in Q1 2023 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Econ Financial Services held 52,177 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.63M as of Q2 2026.
  • Econ Financial Services bought 942 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $46.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.23% of Econ Financial Services's portfolio in Q2 2026, its #36 holding.
  • Econ Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.