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Landmark Wealth Management (Illinois)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Landmark Wealth Management (Illinois)’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 		$33.1M Sell
656,630
-64,704
-9% -$3.21M 10.95% 3
2026
Q1 		$32.9M Sell
721,334
-29,969
-4% -$1.41M 12.42% 2
2025
Q4 		$33.4M Buy
751,303
+78,815
+12% +$3.44M 12.6% 2
2025
Q3 		$28.8M Buy
672,488
+106,171
+19% +$4.4M 11.24% 3
2025
Q2 		$22.9M Sell
566,317
-127,987
-18% -$4.91M 9.82% 3
2025
Q1 		$25.3M Buy
694,304
+445,272
+179% +$16.1M 12.06% 2
2024
Q4 		$8.5M Buy
249,032
+66,193
+36% +$2.37M 4.14% 10
2024
Q3 		$6.87M Sell
182,839
-145,262
-44% -$5.24M 3.42% 10
2024
Q2 		$11.5M Buy
+328,101
New +$11.7M 6.34% 4

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

Landmark Wealth Management (Illinois)'s SPDW Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9% in Q2 2026, selling an estimated $3.21M and leaving 656,630 shares worth $33.1M. The position accounts for 10.95% of the portfolio, ranked #3.

Landmark Wealth Management (Illinois) first reported a position in SPDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $33.4M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Landmark Wealth Management (Illinois) held 656,630 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $33.1M as of Q2 2026.
  • Landmark Wealth Management (Illinois) sold 64,704 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $3.21M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 10.95% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #3 holding.
  • Landmark Wealth Management (Illinois) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 9 quarters since.
  • Landmark Wealth Management (Illinois)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $33.4M 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 Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.