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

Towerpoint Wealth’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 		$4.44M Sell
88,065
-1,867
-2% -$92.5K 1.53% 16
2026
Q1 		$4.11M Sell
89,932
-2,000
-2% -$93.8K 1.66% 12
2025
Q4 		$4.08M Sell
91,932
-758
-0.8% -$33.1K 1.62% 15
2025
Q3 		$3.97M Sell
92,690
-3,655
-4% -$151K 1.62% 15
2025
Q2 		$3.9M Sell
96,345
-8,869
-8% -$340K 1.73% 13
2025
Q1 		$3.83M Sell
105,214
-2,096
-2% -$75.7K 1.9% 12
2024
Q4 		$3.66M Buy
107,310
+9,862
+10% +$353K 1.79% 15
2024
Q3 		$3.66M Buy
97,448
+1,407
+1% +$50.8K 1.73% 17
2024
Q2 		$3.37M Sell
96,041
-698
-0.7% -$24.8K 1.68% 17
2024
Q1 		$3.47M Sell
96,739
-2,095
-2% -$72K 1.74% 16
2023
Q4 		$3.36M Sell
98,834
-430
-0.4% -$13.6K 1.83% 15
2023
Q3 		$3.08M Sell
99,264
-2,565
-3% -$82.8K 1.83% 15
2023
Q2 		$3.31M Sell
101,829
-3,788
-4% -$124K 1.87% 14
2023
Q1 		$3.39M Sell
105,617
-4,482
-4% -$141K 1.94% 14
2022
Q4 		$3.27M Sell
110,099
-14,657
-12% -$421K 1.89% 14
2022
Q3 		$3.22M Buy
124,756
+3,979
+3% +$115K 1.94% 14
2022
Q2 		$3.48M Buy
120,777
+2,289
+2% +$72.5K 2.08% 13
2022
Q1 		$4.06M Buy
118,488
+3,857
+3% +$134K 2.02% 15
2021
Q4 		$4.18M Buy
114,631
+9,856
+9% +$363K 1.98% 15
2021
Q3 		$3.79M Sell
104,775
-2,645
-2% -$98.2K 1.89% 16
2021
Q2 		$3.95M Sell
107,420
-3,083
-3% -$114K 1.96% 18
2021
Q1 		$3.91M Sell
110,503
-1,175
-1% -$41.2K 1.87% 17
2020
Q4 		$3.77M Sell
111,678
-3,200
-3% -$101K 1.89% 17
2020
Q3 		$3.36M Sell
114,878
-4,760
-4% -$139K 1.87% 17
2020
Q2 		$3.3M Sell
119,638
-8,914
-7% -$233K 2.06% 18
2020
Q1 		$3.08M Buy
+128,552
New +$3.68M 2.44% 15
2019
Q4 		– Sell
-61
Closed -$2K – 78
2019
Q3 		$2K Buy
+61
New +$1.77K ﹤0.01% 84

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

Towerpoint Wealth's SPDW Position: Q2 2026 in Review

Towerpoint Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.1% in Q2 2026, selling an estimated $92.5K and leaving 88,065 shares worth $4.44M. The position accounts for 1.53% of the portfolio, ranked #16.

Towerpoint Wealth first reported a position in SPDW in Q3 2019 and has held it in 27 quarters since. 358 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Towerpoint Wealth held 88,065 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.44M as of Q2 2026.
  • Towerpoint Wealth sold 1,867 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $92.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.53% of Towerpoint Wealth's portfolio in Q2 2026, its #16 holding.
  • Towerpoint Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 27 quarters since.
  • 358 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.