GWS
SPDW icon

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

Glassman Wealth Services’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 		$700K Buy
13,887
+396
+3% +$19.6K 0.08% 38
2026
Q1 		$616K Buy
13,491
+48
+0.4% +$2.25K 0.08% 38
2025
Q4 		$597K Buy
13,443
+233
+2% +$10.2K 0.08% 40
2025
Q3 		$565K Buy
13,210
+540
+4% +$22.4K 0.08% 37
2025
Q2 		$513K Hold
12,670
– – 0.08% 39
2025
Q1 		$461K Sell
12,670
-832
-6% -$30.1K 0.08% 37
2024
Q4 		$461K Buy
13,502
+203
+2% +$7.27K 0.08% 35
2024
Q3 		$500K Buy
13,299
+102
+0.8% +$3.68K 0.09% 33
2024
Q2 		$463K Buy
13,197
+513
+4% +$18.2K 0.09% 37
2024
Q1 		$455K Buy
12,684
+1,055
+9% +$36.2K 0.09% 35
2023
Q4 		$396K Buy
11,629
+220
+2% +$6.98K 0.06% 103
2023
Q3 		$354K Buy
11,409
+94
+0.8% +$3.04K 0.06% 99
2023
Q2 		$368K Buy
11,315
+506
+5% +$16.5K 0.06% 99
2023
Q1 		$347K Buy
10,809
+96
+0.9% +$3.03K 0.06% 106
2022
Q4 		$318K Buy
+10,713
New +$307K 0.06% 121

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Glassman Wealth Services's SPDW Position: Q2 2026 in Review

Glassman Wealth Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.9% in Q2 2026, buying an estimated $19.6K and bringing the position to 13,887 shares worth $700K. The position accounts for 0.08% of the portfolio, ranked #38.

Glassman Wealth Services first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Glassman Wealth Services held 13,887 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $700K as of Q2 2026.
  • Glassman Wealth Services bought 396 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $19.6K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Glassman Wealth Services's portfolio in Q2 2026, its #38 holding.
  • Glassman Wealth Services 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.
  • 1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.