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Global Financial Private Client’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Global Financial Private Client’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 		$3.36M Sell
66,732
-9,750
-13% -$483K 0.91% 25
2026
Q1 		$3.49M Sell
76,482
-1,617
-2% -$75.9K 1.14% 16
2025
Q4 		$3.47M Buy
78,099
+17,676
+29% +$772K 1.22% 13
2025
Q3 		$2.59M Buy
60,423
+6,749
+13% +$280K 0.92% 24
2025
Q2 		$2.17M Sell
53,674
-21,449
-29% -$822K 0.81% 29
2025
Q1 		$2.74M Buy
75,123
+22,167
+42% +$801K 1.04% 14
2024
Q4 		$1.81M Buy
52,956
+853
+2% +$30.5K 0.68% 34
2024
Q3 		$1.96M Sell
52,103
-23,974
-32% -$865K 0.76% 24
2024
Q2 		$2.67M Buy
76,077
+29,933
+65% +$1.06M 1.12% 14
2024
Q1 		$1.65M Buy
46,144
+246
+0.5% +$8.45K 0.71% 30
2023
Q4 		$1.56M Buy
45,898
+15,899
+53% +$505K 0.73% 28
2023
Q3 		$916K Buy
29,999
+2,913
+11% +$94.1K 0.47% 55
2023
Q2 		$884K Sell
27,086
-3,788
-12% -$124K 0.43% 58
2023
Q1 		$1,000K Buy
30,874
+6,383
+26% +$201K 0.52% 52
2022
Q4 		$727K Buy
24,491
+8,261
+51% +$237K 0.41% 58
2022
Q3 		$429K Buy
16,230
+6,331
+64% +$183K 0.25% 96
2022
Q2 		$286K Buy
9,899
+6,878
+228% +$218K 0.16% 116
2022
Q1 		$104K Buy
+3,021
New +$105K 0.05% 190
2020
Q3 		– Sell
-20,145
Closed -$559K – 507
2020
Q2 		$559K Sell
20,145
-771
-4% -$20.2K 0.49% 49
2020
Q1 		$479K Buy
20,916
+3,395
+19% +$97.2K 0.51% 52
2019
Q4 		$549K Buy
+17,521
New +$534K 0.46% 55

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Global Financial Private Client's SPDW Position: Q2 2026 in Review

Global Financial Private Client reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 13% in Q2 2026, selling an estimated $483K and leaving 66,732 shares worth $3.36M. The position accounts for 0.91% of the portfolio, ranked #25.

Global Financial Private Client first reported a position in SPDW in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.49M in Q1 2026. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Global Financial Private Client held 66,732 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.36M as of Q2 2026.
  • Global Financial Private Client sold 9,750 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $483K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.91% of Global Financial Private Client's portfolio in Q2 2026, its #25 holding.
  • Global Financial Private Client first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 21 quarters since.
  • Global Financial Private Client's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.49M in Q1 2026.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.