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

Sherman 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 		$8.46M Buy
167,877
+9,414
+6% +$467K 6.37% 3
2026
Q1 		$7.23M Buy
158,463
+17,028
+12% +$799K 6.21% 4
2025
Q4 		$6.28M Buy
+141,435
New +$6.18M 5.46% 4

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Sherman Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.9% in Q2 2026, buying an estimated $467K and bringing the position to 167,877 shares worth $8.46M. The position accounts for 6.37% of the portfolio, ranked #3.

Sherman Wealth Management first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 904 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Sherman Wealth Management held 167,877 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.46M as of Q2 2026.
  • Sherman Wealth Management bought 9,414 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $467K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.37% of Sherman Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Sherman Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 904 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.