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

Fourth Dimension 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	$7.77M	Buy	154,291 +4,951	+3%	+$245K	2.46%	7
2026 Q1	$6.82M	Buy	149,340 +2,815	+2%	+$132K	2.59%	8
2025 Q4	$6.51M	Buy	146,525 +954	+0.7%	+$41.7K	2.37%	10
2025 Q3	$6.23M	Buy	145,571 +7,847	+6%	+$325K	2.38%	11
2025 Q2	$5.58M	Buy	137,724 +13,433	+11%	+$515K	2.36%	10
2025 Q1	$4.53M	Buy	124,291 +18,598	+18%	+$672K	2.19%	11
2024 Q4	$3.61M	Buy	+105,693	New	+$3.78M	1.88%	14

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fourth Dimension Wealth's SPDW Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.3% in Q2 2026, buying an estimated $245K and bringing the position to 154,291 shares worth $7.77M. The position accounts for 2.46% of the portfolio, ranked #7.

Fourth Dimension Wealth first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Fourth Dimension Wealth held 154,291 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.77M as of Q2 2026.
Fourth Dimension Wealth bought 4,951 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $245K.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.46% of Fourth Dimension Wealth's portfolio in Q2 2026, its #7 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.