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

Evoke Wealth’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 		– Sell
-6,289
Closed -$287K – 548
2026
Q1 		$287K Sell
6,289
-8,108
-56% -$380K 0.01% 553
2025
Q4 		$639K Buy
14,397
+252
+2% +$11K 0.01% 340
2025
Q3 		$605K Hold
14,145
– – 0.01% 320
2025
Q2 		$573K Hold
14,145
– – 0.01% 317
2025
Q1 		$515K Hold
14,145
– – 0.01% 270
2024
Q4 		$483K Buy
+14,145
New +$506K 0.01% 269

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
Morgan Stanley
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evoke Wealth's SPDW Position: Q2 2026 in Review

Evoke Wealth sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 6,289 shares — an estimated $287K sold.

Evoke Wealth first reported a position in SPDW in Q4 2024 and held it in 6 quarters. The position peaked at $639K in Q4 2025. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Evoke Wealth reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 6,289 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $287K.
  • Evoke Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and held it in 6 quarters.
  • Evoke Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $639K in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.