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

Sterling 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	$1.63M	Buy	32,378 +460	+1%	+$22.8K	0.41%	36
2026 Q1	$1.46M	Hold	31,918	–	–	0.4%	34
2025 Q4	$1.42M	Sell	31,918 -1,805	-5%	-$78.9K	0.4%	33
2025 Q3	$1.44M	Hold	33,723	–	–	0.44%	36
2025 Q2	$1.37M	Buy	+33,723	New	+$1.29M	0.47%	34
2024 Q4	$1.13M	Sell	33,170 -777	-2%	-$27.8K	0.42%	37
2024 Q3	$1.28M	Sell	33,947 -695	-2%	-$25.1K	0.48%	36
2024 Q2	$1.22M	Buy	34,642 +598	+2%	+$21.3K	0.58%	31
2024 Q1	$1.22M	Hold	34,044	–	–	0.61%	28
2023 Q4	$1.16M	Buy	+34,044	New	+$1.08M	0.65%	22

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sterling Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.4% in Q2 2026, buying an estimated $22.8K and bringing the position to 32,378 shares worth $1.63M. The position accounts for 0.41% of the portfolio, ranked #36.

Sterling Wealth Management first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Sterling Wealth Management held 32,378 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.63M as of Q2 2026.
Sterling Wealth Management bought 460 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $22.8K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.41% of Sterling Wealth Management's portfolio in Q2 2026, its #36 holding.
Sterling Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.