RWM
SPDW icon

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

Reston 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 		$16.7M Buy
331,834
+1,199
+0.4% +$59.4K 4.51% 7
2026
Q1 		$15.1M Sell
330,635
-597,823
-64% -$28.1M 4.62% 7
2025
Q4 		$41.2M Buy
928,458
+23,882
+3% +$1.04M 12.61% 3
2025
Q3 		$38.7M Sell
904,576
-2,657
-0.3% -$110K 12.5% 3
2025
Q2 		$36.7M Buy
907,233
+119,884
+15% +$4.6M 12.87% 3
2025
Q1 		$28.7M Buy
787,349
+8,595
+1% +$311K 11.59% 3
2024
Q4 		$26.6M Buy
778,754
+27,301
+4% +$978K 9.88% 4
2024
Q3 		$28.2M Buy
751,453
+11,707
+2% +$423K 10.22% 3
2024
Q2 		$26M Buy
739,746
+20,361
+3% +$724K 10.38% 4
2024
Q1 		$25.8M Sell
719,385
-6,153
-0.8% -$211K 10.47% 4
2023
Q4 		$24.7M Buy
725,538
+16,776
+2% +$533K 11.29% 4
2023
Q3 		$22M Sell
708,762
-131,816
-16% -$4.26M 11.1% 4
2023
Q2 		$27.4M Buy
840,578
+14,834
+2% +$484K 13.02% 3
2023
Q1 		$26.5M Buy
825,744
+2,041
+0.2% +$64.4K 13.87% 2
2022
Q4 		$24.5M Buy
823,703
+58,285
+8% +$1.67M 13.51% 2
2022
Q3 		$19.7M Buy
765,418
+30,782
+4% +$887K 11.76% 4
2022
Q2 		$21.2M Buy
734,636
+1,542
+0.2% +$48.8K 11.8% 4
2022
Q1 		$25.1M Buy
733,094
+3,540
+0.5% +$123K 12.89% 4
2021
Q4 		$26.6M Buy
729,554
+14,268
+2% +$525K 12.91% 4
2021
Q3 		$25.9M Sell
715,286
-16,173
-2% -$601K 13.49% 4
2021
Q2 		$26.9M Sell
731,459
-177,523
-20% -$6.59M 13.46% 4
2021
Q1 		$32.1M Buy
908,982
+2,776
+0.3% +$97.3K 16.84% 3
2020
Q4 		$30.6M Buy
906,206
+17,554
+2% +$553K 17.37% 3
2020
Q3 		$26M Buy
888,652
+19,092
+2% +$558K 16.72% 3
2020
Q2 		$24M Sell
869,560
-14,224
-2% -$372K 16.51% 3
2020
Q1 		$21.2M Buy
883,784
+869,641
+6,149% +$24.9M 16.99% 2
2019
Q4 		$443K Buy
+14,143
New +$431K 0.35% 27

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

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

Reston Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.36% in Q2 2026, buying an estimated $59.4K and bringing the position to 331,834 shares worth $16.7M. The position accounts for 4.51% of the portfolio, ranked #7.

Reston Wealth Management first reported a position in SPDW in Q4 2019 and has held it in 27 quarters since. The position peaked at $41.2M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Reston Wealth Management held 331,834 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $16.7M as of Q2 2026.
  • Reston Wealth Management bought 1,199 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $59.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.51% of Reston Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Reston Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 27 quarters since.
  • Reston Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $41.2M in Q4 2025.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.