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

Stonehearth Capital 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 		– Sell
-6,193
Closed -$283K – 107
2026
Q1 		$283K Sell
6,193
-1,129
-15% -$53K 0.11% 74
2025
Q4 		$325K Hold
7,322
– – 0.12% 64
2025
Q3 		$313K Hold
7,322
– – 0.12% 68
2025
Q2 		$296K Buy
+7,322
New +$281K 0.12% 63
2024
Q2 		– Sell
-6,198
Closed -$222K – 84
2024
Q1 		$222K Sell
6,198
-50
-0.8% -$1.72K 0.1% 68
2023
Q4 		$212K Buy
+6,248
New +$198K 0.1% 72
2023
Q3 		– Sell
-6,367
Closed -$207K – 74
2023
Q2 		$207K Sell
6,367
-845
-12% -$27.6K 0.11% 71
2023
Q1 		$232K Sell
7,212
-109
-1% -$3.44K 0.12% 62
2022
Q4 		$217K Sell
7,321
-577
-7% -$16.6K 0.12% 62
2022
Q3 		$204K Buy
+7,898
New +$228K 0.12% 60
2021
Q3 		– Sell
-5,906
Closed -$217K – 69
2021
Q2 		$217K Sell
5,906
-1,291
-18% -$47.9K 0.11% 61
2021
Q1 		$254K Sell
7,197
-33
-0.5% -$1.16K 0.14% 52
2020
Q4 		$244K Buy
+7,230
New +$228K 0.14% 53
2020
Q1 		– Sell
-38,161
Closed -$1.2M – 59
2019
Q4 		$1.2M Buy
38,161
+19,172
+101% +$584K 0.79% 22
2019
Q3 		$558K Buy
18,989
+4,868
+34% +$141K 0.41% 32
2019
Q2 		$418K Buy
+14,121
New +$416K 0.31% 39

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Stonehearth Capital Management's SPDW Position: Q2 2026 in Review

Stonehearth Capital Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 6,193 shares — an estimated $283K sold.

Stonehearth Capital Management first reported a position in SPDW in Q2 2019 and held it in 16 quarters. The position peaked at $1.2M in Q4 2019. 246 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Stonehearth Capital Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Stonehearth Capital Management sold 6,193 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $283K.
  • Stonehearth Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and held it in 16 quarters.
  • Stonehearth Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.2M in Q4 2019.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.