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Global Wealth Strategies & Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-369
Closed -$16.8K – 403
2026
Q1 		$16.8K Hold
369
– – ﹤0.01% 264
2025
Q4 		$16.4K Hold
369
– – ﹤0.01% 260
2025
Q3 		$15.8K Hold
369
– – ﹤0.01% 243
2025
Q2 		$14.9K Hold
369
– – ﹤0.01% 190
2025
Q1 		$13.4K Hold
369
– – ﹤0.01% 224
2024
Q4 		$12.6K Sell
369
-73
-17% -$2.61K ﹤0.01% 206
2024
Q3 		$16.6K Hold
442
– – 0.01% 150
2024
Q2 		$15.5K Hold
442
– – 0.01% 140
2024
Q1 		$15.8K Buy
+442
New +$15.2K 0.01% 142

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

Global Wealth Strategies & Associates's SPDW Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 369 shares — an estimated $16.8K sold.

Global Wealth Strategies & Associates first reported a position in SPDW in Q1 2024 and held it in 9 quarters. The position peaked at $16.8K in Q1 2026. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 369 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $16.8K.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and held it in 9 quarters.
  • Global Wealth Strategies & Associates's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $16.8K in Q1 2026.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.