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

Truvestments Capital’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	-24	Closed	-$1.1K	–	1270
2026 Q1	$1.1K	Buy	+24	New	+$1.13K	﹤0.01%	1043
2023 Q1	–	Sell	-1,204	Closed	-$35.7K	–	907
2022 Q4	$35.7K	Sell	1,204 -193	-14%	-$5.54K	0.02%	330
2022 Q3	$36K	Hold	1,397	–	–	0.02%	287
2022 Q2	$40K	Buy	+1,397	New	+$44.2K	0.02%	280
2022 Q1	–	Sell	-1,397	Closed	-$51K	–	493
2021 Q4	$51K	Hold	1,397	–	–	0.03%	266
2021 Q3	$51K	Hold	1,397	–	–	0.03%	250
2021 Q2	$51K	Hold	1,397	–	–	0.03%	248
2021 Q1	$49K	Hold	1,397	–	–	0.03%	282
2020 Q4	$47K	Buy	+1,397	New	+$44K	0.03%	269

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

Truvestments Capital's SPDW Position: Q2 2026 in Review

Truvestments Capital sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 24 shares — an estimated $1.1K sold.

Truvestments Capital first reported a position in SPDW in Q4 2020 and held it in 9 quarters. The position peaked at $51K in Q4 2021. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Truvestments Capital reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
Truvestments Capital sold 24 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.1K.
Truvestments Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 9 quarters.
Truvestments Capital's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $51K in Q4 2021.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.