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

Spire 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 		$136K Sell
2,695
-227
-8% -$11.3K ﹤0.01% 894
2026
Q1 		$133K Sell
2,922
-5
-0.2% -$235 ﹤0.01% 902
2025
Q4 		$130K Hold
2,927
– – ﹤0.01% 916
2025
Q3 		$125K Hold
2,927
– – ﹤0.01% 925
2025
Q2 		$119K Sell
2,927
-3,555
-55% -$136K ﹤0.01% 918
2025
Q1 		$236K Sell
6,482
-108,039
-94% -$3.9M 0.01% 784
2024
Q4 		$3.91M Buy
114,521
+5,306
+5% +$190K 0.12% 150
2024
Q3 		$4.1M Buy
109,215
+386
+0.4% +$13.9K 0.14% 135
2024
Q2 		$3.82M Sell
108,829
-2,617
-2% -$93.1K 0.13% 156
2024
Q1 		$3.99M Sell
111,446
-6,642
-6% -$228K 0.07% 185
2023
Q4 		$3.93M Buy
118,088
+3,757
+3% +$119K 0.13% 173
2023
Q3 		$3.55M Buy
114,331
+6,601
+6% +$213K 0.14% 171
2023
Q2 		$3.51M Sell
107,730
-4,968
-4% -$162K 0.13% 155
2023
Q1 		$3.62M Buy
112,698
+58,218
+107% +$1.84M 0.14% 140
2022
Q4 		$1.62M Buy
54,480
+52,988
+3,551% +$1.52M 0.09% 176
2022
Q3 		$38K Sell
1,492
-108,306
-99% -$3.12M ﹤0.01% 1062
2022
Q2 		$3.17M Buy
109,798
+8,410
+8% +$266K 0.13% 155
2022
Q1 		$3.48M Buy
101,388
+15,860
+19% +$550K 0.09% 196
2021
Q4 		$3.12M Buy
85,528
+70,879
+484% +$2.61M 0.07% 240
2021
Q3 		$632K Hold
14,649
– – 0.02% 534
2021
Q2 		$539K Sell
14,649
-2,733
-16% -$101K 0.01% 588
2021
Q1 		$271K Buy
+17,382
New +$609K 0.01% 926

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

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

Spire Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.8% in Q2 2026, selling an estimated $11.3K and leaving 2,695 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Spire Wealth Management first reported a position in SPDW in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.1M in Q3 2024. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Spire Wealth Management held 2,695 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $136K as of Q2 2026.
  • Spire Wealth Management sold 227 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $11.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #894 holding.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.1M in Q3 2024.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.