TWD
SPDW icon

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

True Wealth Design’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
-2,600
Closed -$119K – 2872
2026
Q1 		$119K Buy
+2,600
New +$122K 0.03% 174
2025
Q4 		– Sell
-160
Closed -$6.85K – 2794
2025
Q3 		$6.85K Buy
+160
New +$6.63K ﹤0.01% 966
2024
Q3 		– Sell
-6,049
Closed -$212K – 1307
2024
Q2 		$212K Hold
6,049
– – 0.05% 117
2024
Q1 		$217K Hold
6,049
– – 0.05% 117
2023
Q4 		$206K Hold
6,049
– – 0.06% 115
2023
Q3 		$188K Sell
6,049
-576
-9% -$18.6K 0.06% 116
2023
Q2 		$216K Hold
6,625
– – 0.08% 112
2023
Q1 		$213K Hold
6,625
– – 0.09% 118
2022
Q4 		$197K Buy
+6,625
New +$190K 0.09% 111

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

True Wealth Design's SPDW Position: Q2 2026 in Review

True Wealth Design sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 2,600 shares — an estimated $119K sold.

True Wealth Design first reported a position in SPDW in Q4 2022 and held it in 9 quarters. The position peaked at $217K in Q1 2024. 283 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • True Wealth Design reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 2,600 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $119K.
  • True Wealth Design first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and held it in 9 quarters.
  • True Wealth Design's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $217K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.