Legacy Solutions LLC’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Legacy Solutions LLC’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	$9.93M	Buy	197,021 +1,580	+0.8%	+$78.3K	8.03%	2
2026 Q1	$8.92M	Sell	195,441 -14,322	-7%	-$672K	8.27%	2
2025 Q4	$9.32M	Sell	209,763 -2,611	-1%	-$114K	8.18%	2
2025 Q3	$9.09M	Sell	212,374 -2,063	-1%	-$85.5K	8.17%	2
2025 Q2	$8.68M	Buy	214,437 +6,971	+3%	+$267K	8.32%	2
2025 Q1	$7.55M	Buy	207,466 +5,524	+3%	+$200K	8.32%	2
2024 Q4	$6.89M	Buy	+201,942	New	+$7.23M	7.51%	3

Other funds holding SPDW

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return