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

Seven Springs Wealth 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 		$8.83M Sell
175,316
-610
-0.3% -$30.2K 1.93% 12
2026
Q1 		$8.03M Sell
175,926
-575
-0.3% -$27K 1.86% 12
2025
Q4 		$7.84M Sell
176,501
-537
-0.3% -$23.5K 2.24% 11
2025
Q3 		$7.58M Sell
177,038
-3,332
-2% -$138K 1.83% 13
2025
Q2 		$7.3M Sell
180,370
-660
-0.4% -$25.3K 1.81% 11
2025
Q1 		$6.59M Sell
181,030
-16,612
-8% -$600K 2.35% 9
2024
Q4 		$6.75M Sell
197,642
-29,246
-13% -$1.05M 2.51% 9
2024
Q3 		$8.52M Sell
226,888
-866
-0.4% -$31.3K 3.1% 8
2024
Q2 		$7.99M Sell
227,754
-3,164
-1% -$113K 3.12% 8
2024
Q1 		$8.28M Sell
230,918
-2,424
-1% -$83.3K 3.18% 9
2023
Q4 		$7.94M Sell
233,342
-4,065
-2% -$129K 3.58% 7
2023
Q3 		$7.36M Sell
237,407
-156
-0.1% -$5.04K 3.53% 6
2023
Q2 		$7.73M Sell
237,563
-7,985
-3% -$261K 3.67% 4
2023
Q1 		$7.89M Sell
245,548
-6,818
-3% -$215K 3.9% 5
2022
Q4 		$7.49M Sell
252,366
-5,448
-2% -$156K 3.62% 5
2022
Q3 		$6.65M Sell
257,814
-8,864
-3% -$256K 3.62% 5
2022
Q2 		$7.69M Hold
266,678
– – 3.85% 4
2022
Q1 		$9.14M Hold
266,678
– – 4.33% 4
2021
Q4 		$9.73M Sell
266,678
-536
-0.2% -$19.7K 4.44% 5
2021
Q3 		$9.68M Sell
267,214
-619
-0.2% -$23K 4.74% 6
2021
Q2 		$9.85M Sell
267,833
-305
-0.1% -$11.3K 4.27% 7
2021
Q1 		$9.48M Sell
268,138
-653
-0.2% -$22.9K 4.47% 7
2020
Q4 		$9.07M Sell
268,791
-1,600
-0.6% -$50.4K 4.69% 7
2020
Q3 		$7.91M Sell
270,391
-3,932
-1% -$115K 4.97% 7
2020
Q2 		$7.58M Sell
274,323
-11,408
-4% -$299K 4.83% 7
2020
Q1 		$6.84M Buy
+285,731
New +$8.18M 4.82% 7

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

Seven Springs Wealth Group's SPDW Position: Q2 2026 in Review

Seven Springs Wealth Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.35% in Q2 2026, selling an estimated $30.2K and leaving 175,316 shares worth $8.83M. The position accounts for 1.93% of the portfolio, ranked #12.

Seven Springs Wealth Group first reported a position in SPDW in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.85M in Q2 2021. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Seven Springs Wealth Group held 175,316 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.83M as of Q2 2026.
  • Seven Springs Wealth Group sold 610 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $30.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.93% of Seven Springs Wealth Group's portfolio in Q2 2026, its #12 holding.
  • Seven Springs Wealth Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 26 quarters since.
  • Seven Springs Wealth Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $9.85M in Q2 2021.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.