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

Evermay 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 		$124K Hold
2,463
– – 0.01% 246
2026
Q1 		$112K Sell
2,463
-200
-8% -$9.38K 0.01% 241
2025
Q4 		$118K Hold
2,663
– – 0.01% 244
2025
Q3 		$114K Hold
2,663
– – 0.01% 252
2025
Q2 		$108K Hold
2,663
– – 0.01% 259
2025
Q1 		$97K Hold
2,663
– – 0.01% 263
2024
Q4 		$90.9K Hold
2,663
– – 0.01% 262
2024
Q3 		$100K Hold
2,663
– – 0.02% 268
2024
Q2 		$93.4K Hold
2,663
– – 0.02% 275
2024
Q1 		$95.4K Hold
2,663
– – 0.01% 281
2023
Q4 		$90.6K Hold
2,663
– – 0.02% 267
2023
Q3 		$82.6K Sell
2,663
-2,700
-50% -$87.2K 0.02% 254
2023
Q2 		$175K Hold
5,363
– – 0.03% 188
2023
Q1 		$172K Hold
5,363
– – 0.03% 188
2022
Q4 		$159K Hold
5,363
– – 0.03% 184
2022
Q3 		$138K Hold
5,363
– – 0.03% 192
2022
Q2 		$155K Hold
5,363
– – 0.03% 183
2022
Q1 		$184K Buy
+5,363
New +$186K 0.03% 198

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
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
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Evermay Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 2,463 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #246.

Evermay Wealth Management first reported a position in SPDW in Q1 2022 and has held it in 18 quarters since. The position peaked at $184K in Q1 2022. 513 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Evermay Wealth Management held 2,463 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $124K as of Q2 2026.
  • Evermay Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Evermay Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 18 quarters since.
  • Evermay Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $184K in Q1 2022.
  • 513 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.