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

Impact Partnership Wealth’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	$624K	Buy	12,374 +3,336	+37%	+$165K	0.06%	217
2026 Q1	$413K	Sell	9,038 -5,852	-39%	-$275K	0.05%	233
2025 Q4	$661K	Buy	14,890 +6,401	+75%	+$280K	0.08%	157
2025 Q3	$363K	Buy	8,489 +3,360	+66%	+$139K	0.05%	210
2025 Q2	$208K	Buy	+5,129	New	+$197K	0.04%	272
2024 Q2	–	Sell	-218	Closed	-$7.8K	–	614
2024 Q1	$7.8K	Sell	218 -477	-69%	-$16.4K	﹤0.01%	469
2023 Q4	$23.6K	Sell	695 -241	-26%	-$7.65K	0.01%	400
2023 Q3	$29K	Sell	936 -3,537	-79%	-$114K	0.01%	453
2023 Q2	$146K	Buy	+4,473	New	+$146K	0.05%	162

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

Impact Partnership Wealth's SPDW Position: Q2 2026 in Review

Impact Partnership Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 37% in Q2 2026, buying an estimated $165K and bringing the position to 12,374 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #217.

Impact Partnership Wealth first reported a position in SPDW in Q2 2023 and has held it in 9 quarters since. The position peaked at $661K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Impact Partnership Wealth held 12,374 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $624K as of Q2 2026.
Impact Partnership Wealth bought 3,336 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $165K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Impact Partnership Wealth's portfolio in Q2 2026, its #217 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 9 quarters since.
Impact Partnership Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $661K in Q4 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.