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

Landmark Wealth Management (New York)’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	$3.08M	Sell	61,101 -3,139	-5%	-$156K	0.74%	32
2026 Q1	$2.93M	Buy	64,240 +4,759	+8%	+$223K	0.79%	29
2025 Q4	$2.64M	Sell	59,481 -1,664	-3%	-$72.7K	1.01%	27
2025 Q3	$2.62M	Sell	61,145 -1,343	-2%	-$55.7K	1.04%	26
2025 Q2	$2.53M	Sell	62,488 -8,225	-12%	-$315K	1.08%	24
2025 Q1	$2.58M	Sell	70,713 -377,028	-84%	-$13.6M	1.14%	26
2024 Q4	$15.3M	Buy	447,741 +23,294	+5%	+$834K	6.77%	3
2024 Q3	$15.9M	Sell	424,447 -374	-0.1%	-$13.5K	6.94%	3
2024 Q2	$14.9M	Buy	424,821 +3,019	+0.7%	+$107K	11.61%	2
2024 Q1	$15.1M	Sell	421,802 -855	-0.2%	-$29.4K	7%	3
2023 Q4	$14.4M	Sell	422,657 -33,054	-7%	-$1.05M	7.07%	3
2023 Q3	$14.1M	Buy	455,711 +2,305	+0.5%	+$74.4K	8.03%	3
2023 Q2	$14.8M	Sell	453,406 -596	-0.1%	-$19.5K	13.07%	2
2023 Q1	$14.6M	Buy	454,002 +81,338	+22%	+$2.57M	8.11%	3
2022 Q4	$11.1M	Sell	372,664 -12,937	-3%	-$371K	8%	3
2022 Q3	$9.95M	Buy	385,601 +22,611	+6%	+$652K	7.54%	3
2022 Q2	$10.5M	Sell	362,990 -503,298	-58%	-$15.9M	13.38%	2
2022 Q1	$15.3M	Buy	866,288 +497,440	+135%	+$17.3M	8.03%	3
2021 Q4	$13K	Buy	+368,848	New	+$13.6M	7.6%	3

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

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

Landmark Wealth Management (New York) reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.9% in Q2 2026, selling an estimated $156K and leaving 61,101 shares worth $3.08M. The position accounts for 0.74% of the portfolio, ranked #32.

Landmark Wealth Management (New York) first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q3 2024. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Landmark Wealth Management (New York) held 61,101 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.08M as of Q2 2026.
Landmark Wealth Management (New York) sold 3,139 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $156K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.74% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #32 holding.
Landmark Wealth Management (New York) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
Landmark Wealth Management (New York)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $15.9M in Q3 2024.
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 (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.