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Onyx Bridge Wealth Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Onyx Bridge Wealth Group’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 		$525K Sell
10,419
-627
-6% -$31.1K 0.05% 235
2026
Q1 		$504K Sell
11,046
-592
-5% -$27.8K 0.05% 217
2025
Q4 		$517K Sell
11,638
-658
-5% -$28.8K 0.06% 219
2025
Q3 		$526K Buy
12,296
+1,053
+9% +$43.6K 0.06% 213
2025
Q2 		$455K Buy
11,243
+2,810
+33% +$108K 0.06% 181
2025
Q1 		$307K Buy
8,433
+72
+0.9% +$2.6K 0.04% 210
2024
Q4 		$285K Buy
8,361
+755
+10% +$27K 0.04% 217
2024
Q3 		$286K Buy
7,606
+151
+2% +$5.45K 0.04% 215
2024
Q2 		$262K Sell
7,455
-106
-1% -$3.77K 0.04% 213
2024
Q1 		$264K Buy
7,561
+631
+9% +$21.7K 0.05% 203
2023
Q4 		$236K Sell
6,930
-538
-7% -$17.1K 0.05% 211
2023
Q3 		$232K Buy
7,468
+295
+4% +$9.53K 0.05% 199
2023
Q2 		$233K Buy
+7,173
New +$234K 0.06% 200
2021
Q3 		– Sell
-8,824
Closed -$321K – 163
2021
Q2 		$321K Buy
+8,824
New +$327K 0.14% 77

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
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
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Onyx Bridge Wealth Group's SPDW Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.7% in Q2 2026, selling an estimated $31.1K and leaving 10,419 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #235.

Onyx Bridge Wealth Group first reported a position in SPDW in Q2 2021 and has held it in 14 quarters since. The position peaked at $526K in Q3 2025. 503 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Onyx Bridge Wealth Group held 10,419 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $525K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 627 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $31.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #235 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 14 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $526K in Q3 2025.
  • 503 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.