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

Rialto 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	$235K	Sell	4,669 -80	-2%	-$3.97K	0.05%	157
2026 Q1	$217K	Hold	4,749	–	–	0.05%	154
2025 Q4	$211K	Sell	4,749 -140	-3%	-$6.12K	0.05%	155
2025 Q3	$209K	Buy	4,889 +8	+0.2%	+$332	0.05%	147
2025 Q2	$198K	Buy	4,881 +12	+0.2%	+$460	0.06%	151
2025 Q1	$177K	Sell	4,869 -776	-14%	-$28K	0.06%	156
2024 Q4	$193K	Buy	+5,645	New	+$202K	0.06%	152

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Rialto Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.7% in Q2 2026, selling an estimated $3.97K and leaving 4,669 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #157.

Rialto Wealth Management first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Rialto Wealth Management held 4,669 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $235K as of Q2 2026.
Rialto Wealth Management sold 80 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $3.97K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Rialto Wealth Management's portfolio in Q2 2026, its #157 holding.
Rialto Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 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 Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.