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

PCG 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 		$2.02M Sell
40,104
-2,456
-6% -$122K 0.45% 68
2026
Q1 		$1.94M Sell
42,560
-23,132
-35% -$1.09M 0.49% 63
2025
Q4 		$2.92M Buy
65,692
+10,308
+19% +$450K 0.83% 40
2025
Q3 		$2.37M Buy
55,384
+79
+0.1% +$3.27K 0.69% 51
2025
Q2 		$2.24M Buy
55,305
+509
+0.9% +$19.5K 1.15% 27
2025
Q1 		$2M Buy
54,796
+2,025
+4% +$73.2K 0.7% 48
2024
Q4 		$1.8M Buy
52,771
+852
+2% +$30.5K 0.67% 45
2024
Q3 		$1.95M Buy
51,919
+679
+1% +$24.5K 0.75% 43
2024
Q2 		$1.8M Buy
51,240
+1,471
+3% +$52.3K 0.78% 41
2024
Q1 		$1.78M Sell
49,769
-503
-1% -$17.3K 0.85% 39
2023
Q4 		$1.71M Sell
50,272
-69
-0.1% -$2.19K 0.95% 36
2023
Q3 		$1.56M Buy
50,341
+595
+1% +$19.2K 1.02% 26
2023
Q2 		$1.62M Sell
49,746
-10,552
-17% -$344K 1.01% 31
2023
Q1 		$1.94M Sell
60,298
-1,182
-2% -$37.3K 1.22% 21
2022
Q4 		$1.83M Sell
61,480
-63,190
-51% -$1.81M 1.16% 20
2022
Q3 		$3.22M Buy
124,670
+62,189
+100% +$1.79M 1.15% 19
2022
Q2 		$1.8M Buy
62,481
+575
+0.9% +$18.2K 1.29% 17
2022
Q1 		$2.12M Buy
61,906
+12,597
+26% +$437K 1.35% 19
2021
Q4 		$1.8M Buy
+49,309
New +$1.81M 1.25% 22

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

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

PCG Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.8% in Q2 2026, selling an estimated $122K and leaving 40,104 shares worth $2.02M. The position accounts for 0.45% of the portfolio, ranked #68.

PCG Wealth Advisors first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.22M in Q3 2022. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • PCG Wealth Advisors held 40,104 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.02M as of Q2 2026.
  • PCG Wealth Advisors sold 2,456 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $122K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.45% of PCG Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • PCG Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • PCG Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.22M in Q3 2022.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.