SWM
SPDW icon

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

Silverlake 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 		$1.96M Sell
38,916
-7,241
-16% -$359K 0.37% 81
2026
Q1 		$2.11M Sell
46,157
-1,208
-3% -$56.7K 0.44% 67
2025
Q4 		$2.1M Buy
47,365
+7,967
+20% +$348K 0.47% 60
2025
Q3 		$1.69M Buy
39,398
+14,984
+61% +$621K 0.41% 77
2025
Q2 		$989K Buy
+24,414
New +$936K 0.29% 102

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

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

Silverlake Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 16% in Q2 2026, selling an estimated $359K and leaving 38,916 shares worth $1.96M. The position accounts for 0.37% of the portfolio, ranked #81.

Silverlake Wealth Management first reported a position in SPDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.11M in Q1 2026. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Silverlake Wealth Management held 38,916 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.96M as of Q2 2026.
  • Silverlake Wealth Management sold 7,241 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $359K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.37% of Silverlake Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Silverlake Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 5 quarters since.
  • Silverlake Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.11M in Q1 2026.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.