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

Oakwell Private 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	$380K	Hold	7,550	–	–	0.06%	64
2026 Q1	$345K	Buy	7,550 +1,426	+23%	+$66.9K	0.06%	65
2025 Q4	$272K	Hold	6,124	–	–	0.05%	66
2025 Q3	$262K	Hold	6,124	–	–	0.05%	68
2025 Q2	$248K	Buy	+6,124	New	+$235K	0.06%	65
2022 Q4	–	Sell	-14,388	Closed	-$371K	–	62
2022 Q3	$371K	Buy	14,388 +1,201	+9%	+$34.6K	0.21%	44
2022 Q2	$380K	Sell	13,187 -7,502	-36%	-$237K	0.22%	45
2022 Q1	$709K	Hold	20,689	–	–	0.36%	34
2021 Q4	$755K	Sell	20,689 -132	-0.6%	-$4.86K	0.38%	32
2021 Q3	$754K	Sell	20,821 -9,109	-30%	-$338K	0.41%	29
2021 Q2	$1.1M	Sell	29,930 -1,494	-5%	-$55.4K	0.71%	24
2021 Q1	$1.11M	Sell	31,424 -191	-0.6%	-$6.7K	0.79%	22
2020 Q4	$1.07M	Buy	+31,615	New	+$996K	0.84%	22

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oakwell Private Wealth Management's SPDW Position: Q2 2026 in Review

Oakwell Private Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 7,550 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #64.

Oakwell Private Wealth Management first reported a position in SPDW in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.11M in Q1 2021. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Oakwell Private Wealth Management held 7,550 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $380K as of Q2 2026.
Oakwell Private 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 0.06% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #64 holding.
Oakwell Private Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 13 quarters since.
Oakwell Private Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.11M in Q1 2021.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.