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

Seaside 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 		$1.42M Buy
28,186
+308
+1% +$15.3K 0.35% 21
2026
Q1 		$1.27M Hold
27,878
– – 0.36% 21
2025
Q4 		$1.24M Buy
27,878
+374
+1% +$16.3K 0.35% 22
2025
Q3 		$1.18M Sell
27,504
-55
-0.2% -$2.28K 0.35% 25
2025
Q2 		$1.12M Buy
27,559
+345
+1% +$13.2K 0.36% 25
2025
Q1 		$991K Hold
27,214
– – 0.35% 22
2024
Q4 		$929K Buy
27,214
+283
+1% +$10.1K 0.34% 22
2024
Q3 		$1.01M Hold
26,931
– – 0.38% 21
2024
Q2 		$945K Buy
26,931
+352
+1% +$12.5K 0.39% 21
2024
Q1 		$953K Hold
26,579
– – 0.41% 20
2023
Q4 		$904K Sell
26,579
-2,044
-7% -$64.9K 0.41% 20
2023
Q3 		$888K Sell
28,623
-218
-0.8% -$7.04K 0.45% 19
2023
Q2 		$938K Buy
28,841
+355
+1% +$11.6K 0.49% 19
2023
Q1 		$914K Hold
28,486
– – 0.56% 19
2022
Q4 		$846K Buy
28,486
+1,392
+5% +$40K 0.56% 19
2022
Q3 		$740K Sell
27,094
-2,168
-7% -$62.5K 0.51% 23
2022
Q2 		$890K Buy
+29,262
New +$926K 0.67% 20

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

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

Seaside Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.1% in Q2 2026, buying an estimated $15.3K and bringing the position to 28,186 shares worth $1.42M. The position accounts for 0.35% of the portfolio, ranked #21.

Seaside Wealth Management first reported a position in SPDW in Q2 2022 and has held it in 17 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Seaside Wealth Management held 28,186 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.42M as of Q2 2026.
  • Seaside Wealth Management bought 308 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $15.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.35% of Seaside Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Seaside Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.