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

Smith Salley 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 		$347K Hold
6,880
– – 0.02% 223
2026
Q1 		$314K Hold
6,880
– – 0.02% 219
2025
Q4 		$306K Hold
6,880
– – 0.02% 221
2025
Q3 		$294K Hold
6,880
– – 0.02% 227
2025
Q2 		$279K Hold
6,880
– – 0.02% 225
2025
Q1 		$251K Hold
6,880
– – 0.02% 218
2024
Q4 		$235K Hold
6,880
– – 0.02% 224
2024
Q3 		$258K Hold
6,880
– – 0.02% 217
2024
Q2 		$241K Hold
6,880
– – 0.02% 209
2024
Q1 		$247K Hold
6,880
– – 0.02% 207
2023
Q4 		$234K Sell
6,880
-1,218
-15% -$38.7K 0.02% 226
2023
Q3 		$251K Hold
8,098
– – 0.02% 213
2023
Q2 		$264K Sell
8,098
-50
-0.6% -$1.63K 0.02% 207
2023
Q1 		$262K Hold
8,148
– – 0.02% 205
2022
Q4 		$242K Hold
8,148
– – 0.02% 203
2022
Q3 		$210K Hold
8,148
– – 0.02% 204
2022
Q2 		$235K Buy
8,148
+1,218
+18% +$38.6K 0.02% 200
2022
Q1 		$238K Sell
6,930
-682
-9% -$23.7K 0.02% 216
2021
Q4 		$278K Buy
7,612
+682
+10% +$25.1K 0.02% 219
2021
Q3 		$251K Hold
6,930
– – 0.02% 222
2021
Q2 		$255K Hold
6,930
– – 0.02% 226
2021
Q1 		$245K Hold
6,930
– – 0.02% 218
2020
Q4 		$234K Hold
6,930
– – 0.02% 201
2020
Q3 		$203K Buy
+6,930
New +$202K 0.02% 185

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
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
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Smith Salley Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 6,880 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #223.

Smith Salley Wealth Management first reported a position in SPDW in Q3 2020 and has held it in 24 quarters since. 448 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Smith Salley Wealth Management held 6,880 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $347K as of Q2 2026.
  • Smith Salley Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Smith Salley Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 24 quarters since.
  • 448 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.