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

Forza 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 		$380K Hold
7,545
– – 0.12% 151
2026
Q1 		$344K Hold
7,545
– – 0.12% 152
2025
Q4 		$335K Hold
7,545
– – 0.12% 154
2025
Q3 		$323K Hold
7,545
– – 0.12% 154
2025
Q2 		$305K Hold
7,545
– – 0.13% 154
2025
Q1 		$275K Hold
7,545
– – 0.12% 156
2024
Q4 		$258K Hold
7,545
– – 0.12% 161
2024
Q3 		$283K Hold
7,545
– – 0.13% 154
2024
Q2 		$265K Hold
7,545
– – 0.14% 150
2024
Q1 		$270K Hold
7,545
– – 0.14% 148
2023
Q4 		$257K Hold
7,545
– – 0.14% 147
2023
Q3 		$234K Buy
7,545
+300
+4% +$9.69K 0.12% 167
2023
Q2 		$236K Buy
7,245
+900
+14% +$29.4K 0.12% 167
2023
Q1 		$204K Sell
6,345
-400
-6% -$12.6K 0.1% 174
2022
Q4 		$200K Buy
+6,745
New +$194K 0.13% 140

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

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

Forza Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 7,545 shares worth $380K. The position accounts for 0.12% of the portfolio, ranked #151.

Forza Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 318 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Forza Wealth Management held 7,545 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $380K as of Q2 2026.
  • Forza 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 0.12% of Forza Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Forza Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • 318 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.