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

Northwest 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 		$3.24M Sell
64,203
-2,700
-4% -$134K 0.43% 42
2026
Q1 		$3.05M Sell
66,903
-4,564
-6% -$214K 0.46% 41
2025
Q4 		$3.17M Sell
71,467
-13,141
-16% -$574K 0.5% 39
2025
Q3 		$3.62M Buy
84,608
+310
+0.4% +$12.8K 0.6% 38
2025
Q2 		$3.41M Sell
84,298
-710
-0.8% -$27.2K 0.62% 35
2025
Q1 		$3.1M Sell
85,008
-2,462
-3% -$89K 0.62% 36
2024
Q4 		$2.99M Sell
87,470
-4,298
-5% -$154K 0.63% 37
2024
Q3 		$3.45M Sell
91,768
-1,581
-2% -$57.1K 0.8% 31
2024
Q2 		$3.27M Sell
93,349
-3,699
-4% -$132K 0.85% 30
2024
Q1 		$3.48M Sell
97,048
-10,996
-10% -$378K 0.95% 26
2023
Q4 		$3.67M Sell
108,044
-1,426
-1% -$45.3K 1.11% 24
2023
Q3 		$3.39M Buy
109,470
+1,293
+1% +$41.8K 1.22% 25
2023
Q2 		$3.52M Buy
108,177
+3,774
+4% +$123K 1.28% 24
2023
Q1 		$3.35M Buy
104,403
+13,979
+15% +$441K 1.28% 24
2022
Q4 		$2.68M Sell
90,424
-21,072
-19% -$605K 1.15% 31
2022
Q3 		$2.88M Buy
111,496
+10,551
+10% +$304K 1.27% 26
2022
Q2 		$2.91M Buy
100,945
+12,787
+15% +$405K 1.26% 27
2022
Q1 		$3.02M Buy
88,158
+62,803
+248% +$2.18M 1.48% 19
2021
Q4 		$925K Sell
25,355
-456
-2% -$16.8K 0.43% 57
2021
Q3 		$935K Buy
25,811
+565
+2% +$21K 0.46% 52
2021
Q2 		$929K Sell
25,246
-3,705
-13% -$137K 0.49% 50
2021
Q1 		$1.02M Sell
28,951
-1,713
-6% -$60K 0.64% 44
2020
Q4 		$1.03M Sell
30,664
-537
-2% -$16.9K 0.71% 41
2020
Q3 		$913K Buy
31,201
+1,485
+5% +$43.4K 0.76% 39
2020
Q2 		$821K Buy
29,716
+402
+1% +$10.5K 0.72% 42
2020
Q1 		$702K Buy
29,314
+17,820
+155% +$510K 0.71% 40
2019
Q4 		$360K Buy
11,494
+3,260
+40% +$99.3K 0.33% 68
2019
Q3 		$242K Buy
+8,234
New +$239K 0.2% 106
2019
Q2 		– Sell
-5,050
Closed -$148K – 411
2019
Q1 		$148K Buy
5,050
+1,250
+33% +$35.6K 0.11% 130
2018
Q4 		$101K Buy
3,800
+2,009
+112% +$56.6K 0.09% 141
2018
Q3 		$55K Buy
1,791
+26
+1% +$794 0.04% 209
2018
Q2 		$54K Hold
1,765
– – 0.04% 208
2018
Q1 		$55K Buy
+1,765
New +$56.6K 0.04% 204

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

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

Northwest Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4% in Q2 2026, selling an estimated $134K and leaving 64,203 shares worth $3.24M. The position accounts for 0.43% of the portfolio, ranked #42.

Northwest Wealth Management first reported a position in SPDW in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.67M in Q4 2023. 572 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Northwest Wealth Management held 64,203 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.24M as of Q2 2026.
  • Northwest Wealth Management sold 2,700 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $134K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.43% of Northwest Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Northwest Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 33 quarters since.
  • Northwest Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.67M in Q4 2023.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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