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

Sanchez Wealth Management Group’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	$16.1M	Buy	319,517 +13,173	+4%	+$653K	2.82%	13
2026 Q1	$14M	Buy	306,344 +3,840	+1%	+$180K	3.02%	13
2025 Q4	$13.4M	Buy	302,504 +108,256	+56%	+$4.73M	2.87%	13
2025 Q3	$8.31M	Buy	194,248 +3,187	+2%	+$132K	1.85%	19
2025 Q2	$7.74M	Buy	191,061 +6,486	+4%	+$249K	1.87%	19
2025 Q1	$6.72M	Buy	184,575 +8,073	+5%	+$292K	1.83%	19
2024 Q4	$6.02M	Sell	176,502 -75,596	-30%	-$2.71M	1.65%	19
2024 Q3	$9.47M	Sell	252,098 -45,096	-15%	-$1.63M	2.89%	16
2024 Q2	$10.4M	Buy	297,194 +81,143	+38%	+$2.89M	3.38%	13
2024 Q1	$7.74M	Buy	216,051 +8,214	+4%	+$282K	2.62%	17
2023 Q4	$7.07M	Buy	+207,837	New	+$6.6M	2.58%	16

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

Sanchez Wealth Management Group's SPDW Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.3% in Q2 2026, buying an estimated $653K and bringing the position to 319,517 shares worth $16.1M. The position accounts for 2.82% of the portfolio, ranked #13.

Sanchez Wealth Management Group first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Sanchez Wealth Management Group held 319,517 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $16.1M as of Q2 2026.
Sanchez Wealth Management Group bought 13,173 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $653K.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.82% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #13 holding.
Sanchez Wealth Management Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 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 Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.