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

Schwallier 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 		$1M Sell
19,935
-98,688
-83% -$4.89M 0.63% 27
2026
Q1 		$5.42M Sell
118,623
-8,297
-7% -$389K 3.96% 6
2025
Q4 		$5.96M Sell
126,920
-7,607
-6% -$332K 3.81% 8
2025
Q3 		$5.76M Buy
134,527
+430
+0.3% +$17.8K 3.59% 9
2025
Q2 		$5.43M Buy
134,097
+29,837
+29% +$1.14M 3.32% 11
2025
Q1 		$3.8M Buy
+104,260
New +$3.77M 2.8% 11

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

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

Schwallier Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 83% in Q2 2026, selling an estimated $4.89M and leaving 19,935 shares worth $1M. The position accounts for 0.63% of the portfolio, ranked #27.

Schwallier Wealth Management first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.96M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Schwallier Wealth Management held 19,935 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1M as of Q2 2026.
  • Schwallier Wealth Management sold 98,688 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $4.89M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.63% of Schwallier Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Schwallier Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 6 quarters since.
  • Schwallier Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.96M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.