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

QP 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	$5.01M	Buy	99,438 +6,157	+7%	+$305K	7.15%	1
2026 Q1	$4.26M	Sell	93,281 -38,524	-29%	-$1.81M	7.3%	1
2025 Q4	$5.85M	Buy	+131,805	New	+$5.76M	5.16%	3
2023 Q3	$2.36M	Buy	76,069 +7,530	+11%	+$243K	4.12%	5
2023 Q2	$2.23M	Buy	68,539 +6,479	+10%	+$211K	3.54%	8
2023 Q1	$1.99M	Buy	62,060 +28,493	+85%	+$899K	3.26%	8
2022 Q4	$997K	Sell	33,567 -61,217	-65%	-$1.76M	1.55%	28
2022 Q3	$2.46M	Sell	94,784 -880	-0.9%	-$25.4K	3.54%	8
2022 Q2	$2.76M	Sell	95,664 -1,251	-1%	-$39.6K	3.78%	8
2022 Q1	$3.32M	Sell	96,915 -7,252	-7%	-$252K	3.71%	6
2021 Q4	$3.8M	Buy	104,167 +12,943	+14%	+$476K	4.03%	5
2021 Q3	$3.3M	Sell	91,224 -662	-0.7%	-$24.6K	3.54%	9
2021 Q2	$3.38M	Buy	91,886 +17,411	+23%	+$646K	3.46%	8
2021 Q1	$2.63M	Buy	+74,475	New	+$2.61M	2.86%	11

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

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

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

QP Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.6% in Q2 2026, buying an estimated $305K and bringing the position to 99,438 shares worth $5.01M. The position accounts for 7.15% of the portfolio, ranked #1.

QP Wealth Management first reported a position in SPDW in Q1 2021 and has held it in 14 quarters since. The position peaked at $5.85M in Q4 2025. 448 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

QP Wealth Management held 99,438 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.01M as of Q2 2026.
QP Wealth Management bought 6,157 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $305K.
State Street SPDR Portfolio Developed World ex-US ETF made up 7.15% of QP Wealth Management's portfolio in Q2 2026, its #1 holding.
QP Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 14 quarters since.
QP Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.85M in Q4 2025.
448 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.