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

Private Wealth Group’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	$2.63M	Buy	52,122 +3,257	+7%	+$161K	1.01%	19
2026 Q1	$2.23M	Buy	48,865 +957	+2%	+$44.9K	1.04%	20
2025 Q4	$2.13M	Buy	47,908 +993	+2%	+$43.4K	1.02%	20
2025 Q3	$2.01M	Buy	46,915 +34,542	+279%	+$1.43M	1%	22
2025 Q2	$501K	Buy	+12,373	New	+$474K	0.27%	40
2023 Q3	–	Sell	-6,995	Closed	-$228K	–	53
2023 Q2	$228K	Hold	6,995	–	–	0.23%	49
2023 Q1	$225K	Hold	6,995	–	–	0.31%	49
2022 Q4	$208K	Buy	+6,995	New	+$201K	0.29%	52
2022 Q3	–	Sell	-26,400	Closed	-$761K	–	41
2022 Q2	$761K	Buy	26,400 +1,048	+4%	+$33.2K	0.94%	27
2022 Q1	$869K	Buy	25,352 +2,749	+12%	+$95.4K	0.64%	29
2021 Q4	$825K	Buy	22,603 +146	+0.7%	+$5.37K	0.56%	27
2021 Q3	$813K	Buy	22,457 +3,198	+17%	+$119K	0.54%	30
2021 Q2	$709K	Buy	19,259 +6,904	+56%	+$256K	0.47%	30
2021 Q1	$437K	Buy	12,355 +6,149	+99%	+$216K	0.31%	29
2020 Q4	$209K	Buy	+6,206	New	+$196K	0.17%	34

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Private Wealth Group's SPDW Position: Q2 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.7% in Q2 2026, buying an estimated $161K and bringing the position to 52,122 shares worth $2.63M. The position accounts for 1.01% of the portfolio, ranked #19.

Private Wealth Group first reported a position in SPDW in Q4 2020 and has held it in 15 quarters since. 572 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Private Wealth Group held 52,122 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.63M as of Q2 2026.
Private Wealth Group bought 3,257 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $161K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.01% of Private Wealth Group's portfolio in Q2 2026, its #19 holding.
Private Wealth Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 15 quarters since.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.