ULWM
SPDW icon

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

Upper Left 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 		$748K Sell
14,837
-361
-2% -$17.9K 0.41% 46
2026
Q1 		$694K Sell
15,198
-2,870
-16% -$135K 0.41% 44
2025
Q4 		$802K Sell
18,068
-644
-3% -$28.1K 0.49% 40
2025
Q3 		$801K Sell
18,712
-482
-3% -$20K 0.5% 41
2025
Q2 		$777K Sell
19,194
-2,198
-10% -$84.3K 0.52% 41
2025
Q1 		$779K Sell
21,392
-705
-3% -$25.5K 0.56% 36
2024
Q4 		$754K Hold
22,097
– – 0.65% 39
2024
Q3 		$821K Sell
22,097
-451
-2% -$16.3K 0.72% 38
2024
Q2 		$791K Buy
22,548
+2,156
+11% +$76.7K 0.71% 36
2024
Q1 		$731K Hold
20,392
– – 0.68% 37
2023
Q4 		$694K Buy
20,392
+573
+3% +$18.2K 0.68% 38
2023
Q3 		$615K Sell
19,819
-1,517
-7% -$49K 0.64% 35
2023
Q2 		$694K Hold
21,336
– – 0.77% 33
2023
Q1 		$685K Sell
21,336
-2,226
-9% -$70.3K 0.78% 32
2022
Q4 		$700K Sell
23,562
-3,453
-13% -$99.1K 0.83% 34
2022
Q3 		$714K Sell
27,015
-11,100
-29% -$320K 0.93% 33
2022
Q2 		$1.1M Buy
38,115
+8,530
+29% +$270K 1.27% 25
2022
Q1 		$1.02M Buy
29,585
+2,400
+9% +$83.3K 1.06% 27
2021
Q4 		$998K Buy
+27,185
New +$1,000K 1% 25

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

Upper Left Wealth Management's SPDW Position: Q2 2026 in Review

Upper Left Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.4% in Q2 2026, selling an estimated $17.9K and leaving 14,837 shares worth $748K. The position accounts for 0.41% of the portfolio, ranked #46.

Upper Left Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q2 2022. 280 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Upper Left Wealth Management held 14,837 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $748K as of Q2 2026.
  • Upper Left Wealth Management sold 361 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $17.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.41% of Upper Left Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Upper Left Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.1M in Q2 2022.
  • 280 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.