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

Opal 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 		– Sell
-1,545
Closed -$70.5K – 530
2026
Q1 		$70.5K Buy
+1,545
New +$72.5K 0.02% 339

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
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

Opal Wealth Advisors's SPDW Position: Q2 2026 in Review

Opal Wealth Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 1,545 shares — an estimated $70.5K sold.

Opal Wealth Advisors first reported a position in SPDW in Q1 2026 and held it in 1 quarter. The position peaked at $70.5K in Q1 2026. 448 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Opal Wealth Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,545 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $70.5K.
  • Opal Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2026 and held it in 1 quarter.
  • Opal Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $70.5K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.