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

Leslie Global 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	$12.3M	Sell	243,250 -8,602	-3%	-$426K	4.77%	5
2026 Q1	$11.5M	Buy	251,852 +14,259	+6%	+$669K	6.06%	4
2025 Q4	$10.6M	Buy	237,593 +5,274	+2%	+$230K	4.75%	5
2025 Q3	$9.94M	Sell	232,319 -21,867	-9%	-$906K	4.66%	5
2025 Q2	$10.3M	Buy	254,186 +7,135	+3%	+$274K	5.5%	4
2025 Q1	$9M	Sell	247,051 -6,522	-3%	-$236K	4.38%	6
2024 Q4	$8.65M	Buy	253,573 +1,196	+0.5%	+$42.8K	4.02%	6
2024 Q3	$9.48M	Buy	252,377 +11,168	+5%	+$403K	4.61%	6
2024 Q2	$8.46M	Buy	+241,209	New	+$8.58M	4.94%	6

Other funds holding SPDW

AOI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

Leslie Global Wealth's SPDW Position: Q2 2026 in Review

Leslie Global Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.4% in Q2 2026, selling an estimated $426K and leaving 243,250 shares worth $12.3M. The position accounts for 4.77% of the portfolio, ranked #5.

Leslie Global Wealth first reported a position in SPDW in Q2 2024 and has held it in 9 quarters since. 632 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Leslie Global Wealth held 243,250 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $12.3M as of Q2 2026.
Leslie Global Wealth sold 8,602 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $426K.
State Street SPDR Portfolio Developed World ex-US ETF made up 4.77% of Leslie Global Wealth's portfolio in Q2 2026, its #5 holding.
Leslie Global Wealth 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.
632 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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