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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 1.24% 25
2025
Q1 		$1M Sell
27,526
-7,282
-21% -$263K 0.94% 33
2024
Q4 		$1.19M Buy
+34,808
New +$1.25M 2.07% 14

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

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

Puff Wealth Management opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 86,360 shares worth $4.35M. The stake represents 4.44% of the portfolio and ranks #4 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in SPDW as recently as Q4 2025.

Puff Wealth Management first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Puff Wealth Management held 86,360 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.35M as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Puff Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.44% of Puff Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Puff Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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