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

Tower View 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	$20.2K	Buy	401 +5	+1%	+$248	0.01%	133
2026 Q1	$18.1K	Hold	396	–	–	0.01%	128
2025 Q4	$17.6K	Buy	396 +7	+2%	+$306	0.01%	113
2025 Q3	$16.6K	Hold	389	–	–	0.01%	113
2025 Q2	$15.7K	Buy	389 +7	+2%	+$268	0.01%	127
2025 Q1	$13.9K	Hold	382	–	–	0.01%	121
2024 Q4	$13K	Buy	382 +5	+1%	+$179	0.01%	118
2024 Q3	$14.2K	Hold	377	–	–	0.01%	119
2024 Q2	$13.2K	Hold	377	–	–	0.01%	119
2024 Q1	$13.5K	Buy	+377	New	+$13K	0.01%	121

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

Tower View Wealth Management's SPDW Position: Q2 2026 in Review

Tower View Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q2 2026, buying an estimated $248 and bringing the position to 401 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #133.

Tower View Wealth Management first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Tower View Wealth Management held 401 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $20.2K as of Q2 2026.
Tower View Wealth Management bought 5 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $248.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #133 holding.
Tower View Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 10 quarters since.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.