LW
SPDW icon

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

Linscomb 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 		$336K Sell
6,662
-616
-8% -$30.5K 0.01% 257
2026
Q1 		$332K Buy
7,278
+473
+7% +$22.2K 0.01% 277
2025
Q4 		$302K Hold
6,805
– – 0.01% 263
2025
Q3 		$291K Sell
6,805
-152
-2% -$6.3K 0.01% 269
2025
Q2 		$282K Sell
6,957
-358
-5% -$13.7K 0.01% 272
2025
Q1 		$266K Hold
7,315
– – 0.01% 263
2024
Q4 		$250K Buy
7,315
+83
+1% +$2.97K 0.01% 269
2024
Q3 		$272K Hold
7,232
– – 0.01% 258
2024
Q2 		$254K Buy
7,232
+105
+1% +$3.73K 0.01% 263
2024
Q1 		$255K Buy
7,127
+514
+8% +$17.7K 0.01% 261
2023
Q4 		$225K Buy
+6,613
New +$210K 0.01% 265
2023
Q3 		– Sell
-15,241
Closed -$496K – 273
2023
Q2 		$496K Buy
+15,241
New +$497K 0.03% 212
2020
Q3 		– Sell
-23,052
Closed -$637K – 309
2020
Q2 		$637K Sell
23,052
-204,436
-90% -$5.35M 0.05% 174
2020
Q1 		$5.45M Sell
227,488
-3,766
-2% -$108K 0.48% 43
2019
Q4 		$7.25M Buy
+231,254
New +$7.04M 0.47% 29

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Linscomb Wealth's SPDW Position: Q2 2026 in Review

Linscomb Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.5% in Q2 2026, selling an estimated $30.5K and leaving 6,662 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #257.

Linscomb Wealth first reported a position in SPDW in Q4 2019 and has held it in 15 quarters since. The position peaked at $7.25M in Q4 2019. 909 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Linscomb Wealth held 6,662 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $336K as of Q2 2026.
  • Linscomb Wealth sold 616 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $30.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #257 holding.
  • Linscomb Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 15 quarters since.
  • Linscomb Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.25M in Q4 2019.
  • 909 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.