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

Sheets Smith 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	$7.39M	Buy	146,558 +769	+0.5%	+$38.1K	0.74%	29
2026 Q1	$6.66M	Buy	145,789 +2,560	+2%	+$120K	0.75%	31
2025 Q4	$6.36M	Buy	143,229 +1,116	+0.8%	+$48.8K	0.7%	34
2025 Q3	$6.08M	Sell	142,113 -10,233	-7%	-$424K	0.69%	36
2025 Q2	$6.17M	Buy	152,346 +12,794	+9%	+$490K	0.72%	32
2025 Q1	$5.08M	Buy	139,552 +9,664	+7%	+$349K	0.63%	43
2024 Q4	$4.43M	Sell	129,888 -2,130	-2%	-$76.3K	0.54%	49
2024 Q3	$4.96M	Sell	132,018 -35	-0%	-$1.26K	0.61%	42
2024 Q2	$4.63M	Buy	132,053 +4,873	+4%	+$173K	0.55%	45
2024 Q1	$4.56M	Sell	127,180 -2	-0%	-$69	0.51%	49
2023 Q4	$4.33M	Sell	127,182 -1,179	-0.9%	-$37.4K	0.62%	43
2023 Q3	$3.98M	Buy	128,361 +3,215	+3%	+$104K	0.61%	43
2023 Q2	$4.07M	Sell	125,146 -886	-0.7%	-$28.9K	0.6%	42
2023 Q1	$4.05M	Buy	126,032 +242	+0.2%	+$7.64K	0.62%	43
2022 Q4	$3.73M	Buy	125,790 +4,719	+4%	+$135K	0.58%	47
2022 Q3	$3.12M	Buy	121,071 +1,382	+1%	+$39.8K	0.52%	51
2022 Q2	$3.45M	Buy	119,689 +68,827	+135%	+$2.18M	0.57%	48
2022 Q1	$1.74M	Buy	50,862 +22,877	+82%	+$794K	0.24%	94
2021 Q4	$1.02M	Sell	27,985 -1,274	-4%	-$46.9K	0.13%	151
2021 Q3	$1.06M	Buy	29,259 +15	+0.1%	+$557	0.14%	142
2021 Q2	$1.08M	Sell	29,244 -414	-1%	-$15.4K	0.15%	142
2021 Q1	$1.05M	Buy	29,658 +828	+3%	+$29K	0.15%	138
2020 Q4	$973K	Buy	28,830 +6	+0%	+$189	0.15%	136
2020 Q3	$843K	Buy	28,824 +36	+0.1%	+$1.05K	0.15%	129
2020 Q2	$795K	Buy	28,788 +8,089	+39%	+$212K	0.16%	122
2020 Q1	$496K	Sell	20,699 -17,642	-46%	-$505K	0.1%	161
2019 Q4	$1.2M	Buy	38,341 +5,120	+15%	+$156K	0.23%	102
2019 Q3	$975K	Buy	33,221 +15,655	+89%	+$454K	0.2%	124
2019 Q2	$520K	Buy	17,566 +2,550	+17%	+$75.1K	0.11%	200
2019 Q1	$439K	Sell	15,016 -416	-3%	-$11.8K	0.1%	219
2018 Q4	$408K	Sell	15,432 -20,940	-58%	-$590K	0.11%	183
2018 Q3	$1.12M	Buy	36,372 +4,228	+13%	+$129K	0.23%	107
2018 Q2	$977K	Buy	32,144 +23,533	+273%	+$744K	0.23%	106
2018 Q1	$271K	Buy	8,611 +100	+1%	+$3.21K	0.07%	271
2017 Q4	$270K	Buy	8,511 +2	+0%	+$62	0.06%	279
2017 Q3	$261K	Hold	8,509	–	–	0.07%	275
2017 Q2	$248K	Buy	+8,509	New	+$245K	0.07%	267

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

Sheets Smith Wealth Management's SPDW Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.53% in Q2 2026, buying an estimated $38.1K and bringing the position to 146,558 shares worth $7.39M. The position accounts for 0.74% of the portfolio, ranked #29.

Sheets Smith Wealth Management first reported a position in SPDW in Q2 2017 and has held it in 37 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Sheets Smith Wealth Management held 146,558 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.39M as of Q2 2026.
Sheets Smith Wealth Management bought 769 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $38.1K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.74% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #29 holding.
Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2017 and has held it in 37 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 Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.