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

Peterson 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	$332K	Buy	6,582 +93	+1%	+$4.61K	0.15%	36
2026 Q1	$296K	Hold	6,489	–	–	0.17%	39
2025 Q4	$288K	Buy	6,489 +114	+2%	+$4.98K	0.21%	34
2025 Q3	$273K	Hold	6,375	–	–	0.19%	36
2025 Q2	$258K	Hold	6,375	–	–	0.15%	37
2025 Q1	$232K	Hold	6,375	–	–	0.16%	49
2024 Q4	$218K	Hold	6,375	–	–	0.13%	47
2024 Q3	$239K	Hold	6,375	–	–	0.15%	44
2024 Q2	$224K	Hold	6,375	–	–	0.14%	51
2024 Q1	$228K	Buy	+6,375	New	+$219K	0.17%	52

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Peterson Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.4% in Q2 2026, buying an estimated $4.61K and bringing the position to 6,582 shares worth $332K. The position accounts for 0.15% of the portfolio, ranked #36.

Peterson Wealth Management first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Peterson Wealth Management held 6,582 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $332K as of Q2 2026.
Peterson Wealth Management bought 93 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $4.61K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.15% of Peterson Wealth Management's portfolio in Q2 2026, its #36 holding.
Peterson Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 10 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.