Golden State Equity Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Golden State Equity Partners’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	-792	Closed	-$36.2K	–	1551
2026 Q1	$36.2K	Buy	+792	New	+$37.2K	﹤0.01%	948
2025 Q2	–	Sell	-27,160	Closed	-$989K	–	470
2025 Q1	$989K	Buy	27,160 +4,349	+19%	+$157K	0.2%	134
2024 Q4	$779K	Buy	22,811 +22,692	+19,069%	+$813K	0.15%	169
2024 Q3	$4.47K	Sell	119 -23,441	-99%	-$846K	﹤0.01%	657
2024 Q2	$826K	Buy	+23,560	New	+$838K	0.17%	137
2023 Q4	$693K	Buy	20,370 +12,497	+159%	+$397K	0.17%	142
2023 Q3	$244K	Buy	+7,873	New	+$254K	0.07%	287

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

Golden State Equity Partners's SPDW Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 792 shares — an estimated $36.2K sold.

Golden State Equity Partners first reported a position in SPDW in Q3 2023 and held it in 7 quarters. The position peaked at $989K in Q1 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 792 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $36.2K.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and held it in 7 quarters.
Golden State Equity Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $989K in Q1 2025.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.