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

USAdvisors 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 		$1.72M Sell
34,113
-350
-1% -$17.4K 0.49% 49
2026
Q1 		$1.52M Sell
34,463
-1,148
-3% -$53.9K 0.51% 47
2025
Q4 		$1.58M Sell
35,611
-234
-0.7% -$10.2K 0.52% 46
2025
Q3 		$1.53M Sell
35,845
-1,124
-3% -$46.6K 0.53% 48
2025
Q2 		$1.5M Buy
36,969
+426
+1% +$16.3K 0.56% 47
2025
Q1 		$1.33M Sell
36,543
-15,216
-29% -$550K 0.46% 50
2024
Q4 		$1.77M Sell
51,759
-947
-2% -$33.9K 0.57% 44
2024
Q3 		$1.99M Sell
52,706
-12,594
-19% -$455K 0.7% 41
2024
Q2 		$2.29M Sell
65,300
-23,109
-26% -$822K 0.81% 37
2024
Q1 		$3.17M Buy
88,409
+4,233
+5% +$145K 1.2% 27
2023
Q4 		$2.86M Sell
84,176
-107,621
-56% -$3.42M 1.19% 29
2023
Q3 		$5.95M Sell
191,797
-3,353
-2% -$108K 2.65% 9
2023
Q2 		$6.37M Buy
195,150
+5,708
+3% +$186K 3.02% 7
2023
Q1 		$6.08M Sell
189,442
-24,907
-12% -$786K 2.9% 6
2022
Q4 		$6.36M Buy
214,349
+1,431
+0.7% +$41.1K 3.08% 6
2022
Q3 		$5.49M Sell
212,918
-468
-0.2% -$13.5K 2.81% 9
2022
Q2 		$6.15M Buy
213,386
+12,926
+6% +$409K 3.08% 8
2022
Q1 		$6.87M Sell
200,460
-360
-0.2% -$12.5K 2.93% 9
2021
Q4 		$7.33M Buy
200,820
+18,390
+10% +$676K 2.98% 11
2021
Q3 		$6.61M Buy
182,430
+14,505
+9% +$539K 2.86% 13
2021
Q2 		$6.18M Buy
167,925
+28,277
+20% +$1.05M 3.36% 9
2021
Q1 		$4.94M Buy
139,648
+62,072
+80% +$2.18M 2.39% 16
2020
Q4 		$2.62M Buy
+77,576
New +$2.44M 1.26% 22

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

USAdvisors Wealth Management's SPDW Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1% in Q2 2026, selling an estimated $17.4K and leaving 34,113 shares worth $1.72M. The position accounts for 0.49% of the portfolio, ranked #49.

USAdvisors Wealth Management first reported a position in SPDW in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.33M in Q4 2021. 608 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • USAdvisors Wealth Management held 34,113 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.72M as of Q2 2026.
  • USAdvisors Wealth Management sold 350 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $17.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.49% of USAdvisors Wealth Management's portfolio in Q2 2026, its #49 holding.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 23 quarters since.
  • USAdvisors Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.33M in Q4 2021.
  • 608 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.