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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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. 295 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.
295 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.