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

Private Wealth Asset 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	$1.01K	Hold	20	–	–	﹤0.01%	888
2026 Q1	$913	Sell	20 -10	-33%	-$469	﹤0.01%	878
2025 Q4	$1.33K	Hold	30	–	–	﹤0.01%	852
2025 Q3	$1.28K	Hold	30	–	–	﹤0.01%	835
2025 Q2	$1.22K	Hold	30	–	–	﹤0.01%	840
2025 Q1	$1.09K	Buy	+30	New	+$1.08K	﹤0.01%	870

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

Private Wealth Asset Management's SPDW Position: Q2 2026 in Review

Private Wealth Asset Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 20 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Private Wealth Asset Management first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33K in Q4 2025. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Private Wealth Asset Management held 20 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.01K as of Q2 2026.
Private Wealth Asset Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #888 holding.
Private Wealth Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.33K in Q4 2025.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.