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Sound Income Strategies’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Sound Income Strategies’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 		$1.53M Buy
30,420
+24,904
+451% +$1.23M 0.07% 178
2026
Q1 		$256K Buy
5,516
+5,103
+1,236% +$239K 0.01% 352
2025
Q4 		$19.1K Sell
413
-198
-32% -$8.65K ﹤0.01% 1172
2025
Q3 		$26.3K Hold
611
– – ﹤0.01% 738
2025
Q2 		$24.7K Buy
611
+571
+1,428% +$21.9K ﹤0.01% 702
2025
Q1 		$1.47K Hold
40
– – ﹤0.01% 1286
2024
Q4 		$1.38K Sell
40
-140
-78% -$5.01K ﹤0.01% 1235
2024
Q3 		$6.76K Sell
180
-319
-64% -$11.5K ﹤0.01% 887
2024
Q2 		$17.5K Buy
499
+1
+0.2% +$36 ﹤0.01% 657
2024
Q1 		$17.9K Hold
498
– – ﹤0.01% 618
2023
Q4 		$16.9K Sell
498
-409
-45% -$13K ﹤0.01% 626
2023
Q3 		$28.1K Buy
907
+456
+101% +$14.7K ﹤0.01% 385
2023
Q2 		$14.7K Buy
451
+1
+0.2% +$33 ﹤0.01% 489
2023
Q1 		$14.5K Sell
450
-323
-42% -$10.2K ﹤0.01% 472
2022
Q4 		$22.9K Buy
+773
New +$22.2K ﹤0.01% 371
2022
Q2 		– Sell
-1
Closed – – 946
2022
Q1 		$0 Hold
1
– – ﹤0.01% 933
2021
Q4 		$0 Hold
1
– – ﹤0.01% 884
2021
Q3 		$0 Hold
1
– – ﹤0.01% 901
2021
Q2 		$0 Sell
1
-1,228
-100% -$45.6K ﹤0.01% 1026
2021
Q1 		$43.5K Buy
1,229
+215
+21% +$7.54K 0.01% 237
2020
Q4 		$34K Buy
1,014
+9
+0.9% +$284 0.01% 250
2020
Q3 		$29K Hold
1,005
– – 0.01% 242
2020
Q2 		$28K Buy
1,005
+11
+1% +$288 0.01% 225
2020
Q1 		$24K Sell
994
-476
-32% -$13.6K 0.01% 217
2019
Q4 		$46K Buy
1,470
+13
+0.9% +$396 0.01% 137
2019
Q3 		$43K Buy
1,457
+18
+1% +$522 0.01% 134
2019
Q2 		$43K Hold
1,439
– – 0.01% 140
2019
Q1 		$42K Sell
1,439
-3,360
-70% -$95.7K 0.02% 142
2018
Q4 		$127K Sell
4,799
-1,123
-19% -$31.7K 0.07% 76
2018
Q3 		$182K Buy
5,922
+4,971
+523% +$152K 0.09% 61
2018
Q2 		$29K Buy
+951
New +$30.1K 0.02% 174

Other funds holding SPDW

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
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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Sound Income Strategies's SPDW Position: Q2 2026 in Review

Sound Income Strategies increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 451% in Q2 2026, buying an estimated $1.23M and bringing the position to 30,420 shares worth $1.53M. The position accounts for 0.07% of the portfolio, ranked #178.

Sound Income Strategies first reported a position in SPDW in Q2 2018 and has held it in 31 quarters since. 996 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Sound Income Strategies held 30,420 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.53M as of Q2 2026.
  • Sound Income Strategies bought 24,904 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.23M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Sound Income Strategies's portfolio in Q2 2026, its #178 holding.
  • Sound Income Strategies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and has held it in 31 quarters since.
  • 996 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.