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

Fortitude Financial’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 		$8.53M Sell
169,276
-23,228
-12% -$1.15M 7.66% 5
2026
Q1 		$8.79M Sell
192,504
-3,871
-2% -$182K 4.65% 6
2025
Q4 		$8.72M Buy
+196,375
New +$8.58M 7.4% 5
2025
Q2 		– Sell
-227,288
Closed -$8.28M – 46
2025
Q1 		$8.28M Buy
227,288
+18,999
+9% +$687K 7.88% 3
2024
Q4 		$7.11M Buy
+208,289
New +$7.46M 3.97% 5

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Fortitude Financial's SPDW Position: Q2 2026 in Review

Fortitude Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q2 2026, selling an estimated $1.15M and leaving 169,276 shares worth $8.53M. The position accounts for 7.66% of the portfolio, ranked #5.

Fortitude Financial first reported a position in SPDW in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.79M in Q1 2026. 246 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Fortitude Financial held 169,276 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.53M as of Q2 2026.
  • Fortitude Financial sold 23,228 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.15M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 7.66% of Fortitude Financial's portfolio in Q2 2026, its #5 holding.
  • Fortitude Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 5 quarters since.
  • Fortitude Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.79M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.