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

SFG 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 		$1.17M Buy
23,258
+15,239
+190% +$755K 0.42% 40
2026
Q1 		$366K Buy
8,019
+97
+1% +$4.55K 0.15% 82
2025
Q4 		$352K Buy
7,922
+159
+2% +$6.95K 0.14% 99
2025
Q3 		$332K Sell
7,763
-124
-2% -$5.14K 0.14% 105
2025
Q2 		$319K Sell
7,887
-53
-0.7% -$2.03K 0.19% 64
2025
Q1 		$289K Sell
7,940
-1,013
-11% -$36.6K 0.14% 98
2024
Q4 		$306K Buy
8,953
+771
+9% +$27.6K 0.16% 74
2024
Q3 		$307K Sell
8,182
-606
-7% -$21.9K 0.16% 73
2024
Q2 		$308K Sell
8,788
-51
-0.6% -$1.81K 0.18% 74
2024
Q1 		$317K Sell
8,839
-1,651
-16% -$56.7K 0.19% 72
2023
Q4 		$357K Sell
10,490
-415
-4% -$13.2K 0.24% 62
2023
Q3 		$338K Sell
10,905
-3,310
-23% -$107K 0.27% 62
2023
Q2 		$463K Sell
14,215
-1,516
-10% -$49.5K 0.39% 48
2023
Q1 		$505K Sell
15,731
-4,196
-21% -$132K 0.56% 32
2022
Q4 		$592K Sell
19,927
-83,696
-81% -$2.4M 0.73% 28
2022
Q3 		$2.67M Buy
103,623
+4,851
+5% +$140K 3.61% 6
2022
Q2 		$2.85M Buy
98,772
+12,253
+14% +$388K 3.32% 6
2022
Q1 		$2.97M Buy
86,519
+44,763
+107% +$1.55M 2.78% 10
2021
Q4 		$1.52M Buy
+41,756
New +$1.54M 1.35% 26

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

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

SFG Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 190% in Q2 2026, buying an estimated $755K and bringing the position to 23,258 shares worth $1.17M. The position accounts for 0.42% of the portfolio, ranked #40.

SFG Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.97M in Q1 2022. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • SFG Wealth Management held 23,258 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.17M as of Q2 2026.
  • SFG Wealth Management bought 15,239 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $755K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.42% of SFG Wealth Management's portfolio in Q2 2026, its #40 holding.
  • SFG Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • SFG Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.97M in Q1 2022.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.