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

One Wealth 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 		$892K Buy
17,703
+6,284
+55% +$312K 0.25% 54
2026
Q1 		$550K Buy
11,419
+1,423
+14% +$66.8K 0.24% 53
2025
Q4 		$444K Buy
9,996
+3,270
+49% +$143K 0.19% 71
2025
Q3 		$288K Buy
6,726
+1,026
+18% +$42.5K 0.13% 91
2025
Q2 		$231K Sell
5,700
-2,129
-27% -$81.6K 0.11% 97
2025
Q1 		$285K Sell
7,829
-26,762
-77% -$967K 0.15% 78
2024
Q4 		$1.18M Buy
+34,591
New +$1.24M 0.6% 32

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

One Wealth Capital Management's SPDW Position: Q2 2026 in Review

One Wealth Capital Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 55% in Q2 2026, buying an estimated $312K and bringing the position to 17,703 shares worth $892K. The position accounts for 0.25% of the portfolio, ranked #54.

One Wealth Capital Management first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2024. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • One Wealth Capital Management held 17,703 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $892K as of Q2 2026.
  • One Wealth Capital Management bought 6,284 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $312K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.25% of One Wealth Capital Management's portfolio in Q2 2026, its #54 holding.
  • One Wealth Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • One Wealth Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.18M in Q4 2024.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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