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LVM Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

LVM Capital 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 		$761K Hold
15,100
– – 0.06% 91
2026
Q1 		$689K Hold
15,100
– – 0.07% 94
2025
Q4 		$671K Hold
15,100
– – 0.06% 93
2025
Q3 		$646K Hold
15,100
– – 0.06% 96
2025
Q2 		$611K Hold
15,100
– – 0.06% 99
2025
Q1 		$550K Sell
15,100
-1,550
-9% -$56K 0.06% 102
2024
Q4 		$568K Hold
16,650
– – 0.06% 104
2024
Q3 		$584K Hold
16,650
– – 0.07% 102
2024
Q2 		$584K Hold
16,650
– – 0.07% 102
2024
Q1 		$597K Hold
16,650
– – 0.07% 98
2023
Q4 		$566K Buy
+16,650
New +$529K 0.07% 97

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
GM
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
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

LVM Capital Management's SPDW Position: Q2 2026 in Review

LVM Capital Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 15,100 shares worth $761K. The position accounts for 0.06% of the portfolio, ranked #91.

LVM Capital Management first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • LVM Capital Management held 15,100 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $761K as of Q2 2026.
  • LVM Capital 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 0.06% of LVM Capital Management's portfolio in Q2 2026, its #91 holding.
  • LVM Capital Management 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.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.