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Marshall & Sterling Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$40.5K Sell
803
-696
-46% -$34.5K 0.02% 166
2026
Q1 		$68.4K Hold
1,499
– – 0.04% 129
2025
Q4 		$66.6K Hold
1,499
– – 0.04% 124
2025
Q3 		$64.1K Hold
1,499
– – 0.04% 151
2025
Q2 		$60.7K Buy
+1,499
New +$57.5K 0.04% 141

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

Marshall & Sterling Wealth Advisors's SPDW Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 46% in Q2 2026, selling an estimated $34.5K and leaving 803 shares worth $40.5K. The position accounts for 0.02% of the portfolio, ranked #166.

Marshall & Sterling Wealth Advisors first reported a position in SPDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $68.4K in Q1 2026. 330 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 803 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $40.5K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 696 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $34.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 5 quarters since.
  • Marshall & Sterling Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $68.4K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.