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

Howard 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	$1.8M	Sell	35,731 -312	-0.9%	-$15.5K	0.67%	39
2026 Q1	$1.65M	Buy	36,043 +39	+0.1%	+$1.83K	0.69%	38
2025 Q4	$1.6M	Buy	36,004 +1,599	+5%	+$69.9K	0.7%	39
2025 Q3	$1.47M	Buy	34,405 +7,541	+28%	+$312K	0.68%	43
2025 Q2	$1.09M	Buy	26,864 +205	+0.8%	+$7.86K	0.55%	54
2025 Q1	$971K	Sell	26,659 -748	-3%	-$27K	0.54%	52
2024 Q4	$935K	Buy	27,407 +319	+1%	+$11.4K	0.51%	55
2024 Q3	$1.02M	Sell	27,088 -367	-1%	-$13.2K	0.59%	48
2024 Q2	$963K	Buy	27,455 +175	+0.6%	+$6.22K	0.76%	33
2024 Q1	$978K	Sell	27,280 -425	-2%	-$14.6K	0.8%	32
2023 Q4	$942K	Hold	27,705	–	–	0.79%	35
2023 Q3	$859K	Sell	27,705 -462	-2%	-$14.9K	0.79%	35
2023 Q2	$917K	Buy	28,167 +457	+2%	+$14.9K	0.79%	34
2023 Q1	$890K	Sell	27,710 -124	-0.4%	-$3.91K	0.74%	38
2022 Q4	$826K	Sell	27,834 -414	-1%	-$11.9K	0.68%	41
2022 Q3	$728K	Buy	28,248 +6,388	+29%	+$184K	0.52%	51
2022 Q2	$630K	Sell	21,860 -5,819	-21%	-$184K	0.67%	30
2022 Q1	$948K	Sell	27,679 -260	-0.9%	-$9.02K	0.52%	52
2021 Q4	$1.02M	Buy	27,939 +1,184	+4%	+$43.5K	0.54%	51
2021 Q3	$968K	Sell	26,755 -956	-3%	-$35.5K	0.54%	54
2021 Q2	$1.02M	Buy	27,711 +254	+0.9%	+$9.42K	0.56%	49
2021 Q1	$970K	Buy	27,457 +308	+1%	+$10.8K	0.57%	49
2020 Q4	$916K	Buy	27,149 +306	+1%	+$9.64K	0.57%	48
2020 Q3	$785K	Sell	26,843 -651	-2%	-$19K	0.56%	46
2020 Q2	$759K	Buy	+27,494	New	+$719K	0.62%	42
2020 Q1	–	Sell	-5,160	Closed	-$161K	–	424
2019 Q4	$161K	Buy	+5,160	New	+$157K	0.13%	110

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Howard Wealth Management's SPDW Position: Q2 2026 in Review

Howard Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.87% in Q2 2026, selling an estimated $15.5K and leaving 35,731 shares worth $1.8M. The position accounts for 0.67% of the portfolio, ranked #39.

Howard Wealth Management first reported a position in SPDW in Q4 2019 and has held it in 26 quarters since. 494 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Howard Wealth Management held 35,731 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.8M as of Q2 2026.
Howard Wealth Management sold 312 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $15.5K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.67% of Howard Wealth Management's portfolio in Q2 2026, its #39 holding.
Howard Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 26 quarters since.
494 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.