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

Evergreen Wealth Solutions’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	$883K	Sell	16,933 -1,692	-9%	-$83.9K	0.05%	223
2026 Q1	$850K	Sell	18,625 -605	-3%	-$28.4K	0.06%	180
2025 Q4	$854K	Buy	19,230 +1,181	+7%	+$51.6K	0.12%	88
2025 Q3	$772K	Buy	+18,049	New	+$748K	0.44%	45

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evergreen Wealth Solutions's SPDW Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.1% in Q2 2026, selling an estimated $83.9K and leaving 16,933 shares worth $883K. The position accounts for 0.05% of the portfolio, ranked #223.

Evergreen Wealth Solutions first reported a position in SPDW in Q3 2025 and has held it in 4 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Evergreen Wealth Solutions held 16,933 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $883K as of Q2 2026.
Evergreen Wealth Solutions sold 1,692 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $83.9K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #223 holding.
Evergreen Wealth Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 4 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.