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Leverty Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Leverty Financial Group’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 		$883K Sell
17,518
-3,602
-17% -$179K 0.17% 20
2026
Q1 		$964K Buy
21,120
+486
+2% +$22.8K 0.21% 19
2025
Q4 		$916K Hold
20,634
– – 0.22% 18
2025
Q3 		$883K Sell
20,634
-3,679
-15% -$152K 0.23% 17
2025
Q2 		$984K Sell
24,313
-325
-1% -$12.5K 0.29% 16
2025
Q1 		$897K Sell
24,638
-7,116
-22% -$257K 0.37% 17
2024
Q4 		$1.08M Buy
31,754
+16,625
+110% +$595K 0.55% 13
2024
Q3 		$568K Buy
15,129
+6,480
+75% +$234K 0.31% 18
2024
Q2 		$303K Sell
8,649
-22
-0.3% -$782 0.18% 22
2024
Q1 		$311K Buy
8,671
+171
+2% +$5.87K 0.19% 23
2023
Q4 		$289K Buy
+8,500
New +$270K 0.18% 24

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
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
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Leverty Financial Group's SPDW Position: Q2 2026 in Review

Leverty Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q2 2026, selling an estimated $179K and leaving 17,518 shares worth $883K. The position accounts for 0.17% of the portfolio, ranked #20.

Leverty Financial Group first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2024. 246 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Leverty Financial Group held 17,518 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $883K as of Q2 2026.
  • Leverty Financial Group sold 3,602 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $179K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.17% of Leverty Financial Group's portfolio in Q2 2026, its #20 holding.
  • Leverty Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • Leverty Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.08M in Q4 2024.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.