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

Golden State Wealth Management’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 		$640K Sell
12,696
-11,186
-47% -$554K 0.06% 247
2026
Q1 		$1.09M Sell
23,882
-6,202
-21% -$291K 0.12% 154
2025
Q4 		$1.34M Buy
30,084
+1,951
+7% +$85.3K 0.14% 125
2025
Q3 		$1.2M Buy
28,133
+4,222
+18% +$175K 0.13% 128
2025
Q2 		$968K Sell
23,911
-6,027
-20% -$231K 0.12% 145
2025
Q1 		$1.09M Sell
29,938
-250
-0.8% -$9.03K 0.16% 114
2024
Q4 		$1.03M Buy
+30,188
New +$1.08M 0.15% 112
2022
Q1 		– Sell
-7,868
Closed -$287K – 355
2021
Q4 		$287K Hold
7,868
– – 0.05% 293
2021
Q3 		$285K Hold
7,868
– – 0.06% 242
2021
Q2 		$289K Hold
7,868
– – 0.06% 231
2021
Q1 		$278K Sell
7,868
-179
-2% -$6.28K 0.09% 157
2020
Q4 		$272K Sell
8,047
-713
-8% -$22.5K 0.08% 191
2020
Q3 		$256K Buy
+8,760
New +$256K 0.09% 165
2020
Q2 		– Sell
-8,889
Closed -$213K – 785
2020
Q1 		$213K Buy
+8,889
New +$254K 0.09% 151
2019
Q4 		– Sell
-8,262
Closed -$243K – 791
2019
Q3 		$243K Buy
8,262
+3,047
+58% +$88.4K 0.08% 181
2019
Q2 		$154K Sell
5,215
-148
-3% -$4.36K 0.05% 265
2019
Q1 		$157K Buy
+5,363
New +$153K 0.05% 253

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

Golden State Wealth Management's SPDW Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 47% in Q2 2026, selling an estimated $554K and leaving 12,696 shares worth $640K. The position accounts for 0.06% of the portfolio, ranked #247.

Golden State Wealth Management first reported a position in SPDW in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.34M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Golden State Wealth Management held 12,696 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $640K as of Q2 2026.
  • Golden State Wealth Management sold 11,186 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $554K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.34M in Q4 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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.