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

Puff 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	$4.35M	Buy	+86,360	New	+$4.28M	4.44%	4
2025 Q4	$3.5M	Buy	77,866 +13,910	+22%	+$608K	4.52%	3
2025 Q3	$2.74M	Buy	63,956 +21,817	+52%	+$904K	4.16%	7
2025 Q2	$1.71M	Buy	42,139 +14,613	+53%	+$560K	2.78%	25
2025 Q1	$1M	Sell	27,526 -7,282	-21%	-$263K	1.77%	33
2024 Q4	$1.19M	Buy	+34,808	New	+$1.25M	2.07%	14

Other funds holding SPDW

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return