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

FWG Investments’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	$989K	Sell	19,634 -2,955	-13%	-$146K	0.52%	50
2026 Q1	$1.03M	Sell	22,589 -2,747	-11%	-$129K	0.66%	46
2025 Q4	$1.13M	Sell	25,336 -210	-0.8%	-$9.18K	0.72%	43
2025 Q3	$1.09M	Sell	25,546 -6,808	-21%	-$282K	0.75%	42
2025 Q2	$1.31M	Sell	32,354 -4,996	-13%	-$192K	1%	32
2025 Q1	$1.36M	Sell	37,350 -10,382	-22%	-$375K	1.6%	22
2024 Q4	$1.63M	Buy	47,732 +384	+0.8%	+$13.7K	1.27%	23
2024 Q3	$1.78M	Buy	47,348 +3,402	+8%	+$123K	1.54%	16
2024 Q2	$1.54M	Buy	43,946 +5,815	+15%	+$207K	1.56%	16
2024 Q1	$1.37M	Buy	38,131 +6,672	+21%	+$229K	1.48%	16
2023 Q4	$1.07M	Buy	+31,459	New	+$999K	1.33%	19

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

FWG Investments's SPDW Position: Q2 2026 in Review

FWG Investments reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 13% in Q2 2026, selling an estimated $146K and leaving 19,634 shares worth $989K. The position accounts for 0.52% of the portfolio, ranked #50.

FWG Investments first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

FWG Investments held 19,634 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $989K as of Q2 2026.
FWG Investments sold 2,955 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $146K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.52% of FWG Investments's portfolio in Q2 2026, its #50 holding.
FWG Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
FWG Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.78M in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.