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

Partnership 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 		$11M Buy
218,092
+7,258
+3% +$360K 7.43% 4
2026
Q1 		$9.62M Sell
210,834
-17,964
-8% -$843K 7.34% 4
2025
Q4 		$10.2M Buy
228,798
+6,833
+3% +$299K 7.31% 4
2025
Q3 		$9.5M Buy
221,965
+7,712
+4% +$320K 7.32% 4
2025
Q2 		$8.68M Buy
214,253
+37,857
+21% +$1.45M 7.02% 3
2025
Q1 		$6.42M Buy
176,396
+1,847
+1% +$66.7K 5.45% 5
2024
Q4 		$5.96M Buy
174,549
+37,231
+27% +$1.33M 4.96% 7
2024
Q3 		$5.16M Buy
137,318
+115,340
+525% +$4.16M 3.64% 7
2024
Q2 		$771K Buy
21,978
+2,232
+11% +$79.4K 0.57% 45
2024
Q1 		$708K Buy
19,746
+1,194
+6% +$41K 0.5% 53
2023
Q4 		$625K Buy
+18,552
New +$589K 0.47% 50

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Partnership Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.4% in Q2 2026, buying an estimated $360K and bringing the position to 218,092 shares worth $11M. The position accounts for 7.43% of the portfolio, ranked #4.

Partnership Wealth Management first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Partnership Wealth Management held 218,092 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11M as of Q2 2026.
  • Partnership Wealth Management bought 7,258 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $360K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 7.43% of Partnership Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Partnership Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.