RLWM
SPDW icon

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

RF&L 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 		$629K Sell
12,473
-280
-2% -$13.9K 0.43% 33
2026
Q1 		$582K Sell
12,753
-417
-3% -$19.6K 0.44% 33
2025
Q4 		$585K Sell
13,170
-55
-0.4% -$2.4K 0.33% 46
2025
Q3 		$566K Hold
13,225
– – 0.33% 44
2025
Q2 		$535K Buy
13,225
+5
+0% +$192 0.35% 43
2025
Q1 		$481K Sell
13,220
-205
-2% -$7.41K 0.34% 42
2024
Q4 		$458K Sell
13,425
-222
-2% -$7.95K 0.32% 43
2024
Q3 		$513K Sell
13,647
-345
-2% -$12.5K 0.36% 42
2024
Q2 		$491K Buy
13,992
+65
+0.5% +$2.31K 0.37% 38
2024
Q1 		$499K Sell
13,927
-365
-3% -$12.5K 0.38% 39
2023
Q4 		$486K Sell
14,292
-697
-5% -$22.1K 0.4% 39
2023
Q3 		$465K Buy
14,989
+50
+0.3% +$1.61K 0.43% 37
2023
Q2 		$486K Sell
14,939
-535
-3% -$17.5K 0.44% 38
2023
Q1 		$497K Buy
15,474
+5
+0% +$158 0.48% 38
2022
Q4 		$459K Buy
+15,469
New +$444K 0.47% 37

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

RF&L Wealth Management's SPDW Position: Q2 2026 in Review

RF&L Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.2% in Q2 2026, selling an estimated $13.9K and leaving 12,473 shares worth $629K. The position accounts for 0.43% of the portfolio, ranked #33.

RF&L Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • RF&L Wealth Management held 12,473 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $629K as of Q2 2026.
  • RF&L Wealth Management sold 280 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $13.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.43% of RF&L Wealth Management's portfolio in Q2 2026, its #33 holding.
  • RF&L Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.