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Foundation Wealth Management (Pennsylvania)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$376K Hold
7,459
– – 0.11% 72
2026
Q1 		$341K Hold
7,459
– – 0.12% 67
2025
Q4 		$331K Sell
7,459
-5,944
-44% -$260K 0.12% 68
2025
Q3 		$574K Hold
13,403
– – 0.22% 56
2025
Q2 		$543K Buy
+13,403
New +$514K 0.23% 58

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s SPDW Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 7,459 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #72.

Foundation Wealth Management (Pennsylvania) first reported a position in SPDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $574K in Q3 2025. 699 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 7,459 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $376K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) 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 0.11% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #72 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 5 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $574K in Q3 2025.
  • 699 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.