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Empirical Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Empirical Wealth Management’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 		$1.06M Buy
21,046
+4,878
+30% +$242K 0.02% 391
2026
Q1 		$738K Sell
16,168
-155
-0.9% -$7.27K 0.01% 428
2025
Q4 		$725K Hold
16,323
– – 0.01% 405
2025
Q3 		$698K Sell
16,323
-4,986
-23% -$207K 0.01% 390
2025
Q2 		$863K Buy
21,309
+19
+0.1% +$728 0.02% 329
2025
Q1 		$775K Buy
21,290
+9,029
+74% +$326K 0.02% 332
2024
Q4 		$418K Buy
12,261
+1,257
+11% +$45K 0.01% 425
2024
Q3 		$413K Buy
11,004
+108
+1% +$3.9K 0.01% 405
2024
Q2 		$382K Hold
10,896
– – 0.01% 406
2024
Q1 		$391K Sell
10,896
-1,612
-13% -$55.4K 0.01% 382
2023
Q4 		$425K Buy
12,508
+4,286
+52% +$136K 0.01% 345
2023
Q3 		$255K Sell
8,222
-4,299
-34% -$139K 0.01% 402
2023
Q2 		$407K Buy
+12,521
New +$409K 0.02% 339

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Empirical Wealth Management's SPDW Position: Q2 2026 in Review

Empirical Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 30% in Q2 2026, buying an estimated $242K and bringing the position to 21,046 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #391.

Empirical Wealth Management first reported a position in SPDW in Q2 2023 and has held it in 13 quarters since. 976 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Empirical Wealth Management held 21,046 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.06M as of Q2 2026.
  • Empirical Wealth Management bought 4,878 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $242K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Empirical Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 13 quarters since.
  • 976 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.