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

Lodestone Wealth Management’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 		$338K Hold
6,714
– – 0.12% 143
2026
Q1 		$306K Buy
6,714
+31
+0.5% +$1.46K 0.12% 144
2025
Q4 		$297K Hold
6,683
– – 0.12% 143
2025
Q3 		$286K Sell
6,683
-26
-0.4% -$1.08K 0.13% 144
2025
Q2 		$272K Hold
6,709
– – 0.13% 139
2025
Q1 		$244K Hold
6,709
– – 0.13% 137
2024
Q4 		$229K Hold
6,709
– – 0.11% 138
2024
Q3 		$252K Sell
6,709
-1,235
-16% -$44.6K 0.13% 129
2024
Q2 		$279K Sell
7,944
-501
-6% -$17.8K 0.15% 125
2024
Q1 		$303K Sell
8,445
-328
-4% -$11.3K 0.16% 122
2023
Q4 		$298K Buy
8,773
+1,015
+13% +$32.2K 0.17% 120
2023
Q3 		$241K Sell
7,758
-57
-0.7% -$1.84K 0.17% 116
2023
Q2 		$254K Sell
7,815
-480
-6% -$15.7K 0.17% 119
2023
Q1 		$266K Sell
8,295
-181
-2% -$5.71K 0.21% 112
2022
Q4 		$252K Buy
+8,476
New +$243K 0.2% 108

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Lodestone Wealth Management's SPDW Position: Q2 2026 in Review

Lodestone Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 6,714 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #143.

Lodestone Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 585 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Lodestone Wealth Management held 6,714 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $338K as of Q2 2026.
  • Lodestone Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Lodestone Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Lodestone Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • 585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.