RWB
SPDW icon

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

RMR Wealth Builders’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 		$782K Buy
15,517
+201
+1% +$9.96K 0.05% 151
2026
Q1 		$699K Sell
15,316
-920
-6% -$43.2K 0.06% 143
2025
Q4 		$721K Buy
16,236
+262
+2% +$11.4K 0.06% 138
2025
Q3 		$684K Sell
15,974
-3,821
-19% -$158K 0.06% 142
2025
Q2 		$801K Buy
19,795
+5,076
+34% +$195K 0.07% 133
2025
Q1 		$536K Hold
14,719
– – 0.06% 149
2024
Q4 		$502K Buy
14,719
+3,804
+35% +$136K 0.05% 157
2024
Q3 		$410K Buy
+10,915
New +$394K 0.04% 175
2021
Q2 		– Sell
-3,050
Closed -$108K – 630
2021
Q1 		$108K Buy
+3,050
New +$107K 0.03% 263
2020
Q4 		– Sell
-6,885
Closed -$201K – 554
2020
Q3 		$201K Buy
+6,885
New +$201K 0.05% 204

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

RMR Wealth Builders's SPDW Position: Q2 2026 in Review

RMR Wealth Builders increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q2 2026, buying an estimated $9.96K and bringing the position to 15,517 shares worth $782K. The position accounts for 0.05% of the portfolio, ranked #151.

RMR Wealth Builders first reported a position in SPDW in Q3 2020 and has held it in 10 quarters since. The position peaked at $801K in Q2 2025. 494 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • RMR Wealth Builders held 15,517 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $782K as of Q2 2026.
  • RMR Wealth Builders bought 201 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $9.96K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of RMR Wealth Builders's portfolio in Q2 2026, its #151 holding.
  • RMR Wealth Builders first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 10 quarters since.
  • RMR Wealth Builders's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $801K in Q2 2025.
  • 494 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.