HBW
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Hazlett, Burt & Watson’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Hazlett, Burt & Watson’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 		$52K Hold
1,040
– – 0.01% 463
2026
Q1 		$47K Hold
1,040
– – 0.01% 458
2025
Q4 		$46K Buy
+1,040
New +$45.4K 0.01% 458

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

Hazlett, Burt & Watson's SPDW Position: Q2 2026 in Review

Hazlett, Burt & Watson held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 1,040 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #463.

Hazlett, Burt & Watson first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Hazlett, Burt & Watson held 1,040 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $52K as of Q2 2026.
  • Hazlett, Burt & Watson left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #463 holding.
  • Hazlett, Burt & Watson first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.