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

Higgins & Schmidt Wealth Strategies’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 		$34.3M Buy
681,189
+7,727
+1% +$383K 14.16% 3
2026
Q1 		$30.7M Sell
673,462
-8,696
-1% -$408K 14.04% 3
2025
Q4 		$30.3M Buy
682,158
+20,681
+3% +$904K 14.35% 3
2025
Q3 		$28.3M Sell
661,477
-250
-0% -$10.4K 14.3% 3
2025
Q2 		$26.8M Sell
661,727
-42,310
-6% -$1.62M 14.83% 3
2025
Q1 		$25.6M Buy
704,037
+10,442
+2% +$377K 15.14% 3
2024
Q4 		$23.7M Sell
693,595
-14,779
-2% -$529K 14.76% 3
2024
Q3 		$26.6M Buy
708,374
+45,410
+7% +$1.64M 17.17% 1
2024
Q2 		$23.3M Buy
662,964
+14,779
+2% +$526K 16.77% 1
2024
Q1 		$23.2M Buy
648,185
+24,227
+4% +$832K 17.13% 1
2023
Q4 		$21.2M Buy
+623,958
New +$19.8M 17.09% 1

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Higgins & Schmidt Wealth Strategies's SPDW Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.1% in Q2 2026, buying an estimated $383K and bringing the position to 681,189 shares worth $34.3M. The position accounts for 14.16% of the portfolio, ranked #3.

Higgins & Schmidt Wealth Strategies first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 681,189 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $34.3M as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies bought 7,727 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $383K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 14.16% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #3 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 638 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.