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

Valley Wealth Managers’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 		$68.5K Hold
1,360
– – ﹤0.01% 212
2026
Q1 		$62.1K Sell
1,360
-65
-5% -$3.05K ﹤0.01% 210
2025
Q4 		$63.3K Sell
1,425
-100
-7% -$4.37K ﹤0.01% 206
2025
Q3 		$65.3K Sell
1,525
-244
-14% -$10.1K ﹤0.01% 196
2025
Q2 		$71.6K Hold
1,769
– – 0.01% 185
2025
Q1 		$64.4K Hold
1,769
– – ﹤0.01% 195
2024
Q4 		$60.4K Sell
1,769
-2,820
-61% -$101K ﹤0.01% 203
2024
Q3 		$172K Hold
4,589
– – 0.01% 181
2024
Q2 		$161K Sell
4,589
-112
-2% -$3.98K 0.01% 190
2024
Q1 		$168K Sell
4,701
-100
-2% -$3.44K 0.01% 185
2023
Q4 		$163K Hold
4,801
– – 0.01% 187
2023
Q3 		$149K Sell
4,801
-249
-5% -$8.04K 0.01% 190
2023
Q2 		$164K Sell
5,050
-50
-1% -$1.63K 0.01% 170
2023
Q1 		$164K Hold
5,100
– – 0.01% 170
2022
Q4 		$151K Hold
5,100
– – 0.01% 177
2022
Q3 		$132K Sell
5,100
-725
-12% -$20.9K 0.01% 196
2022
Q2 		$168K Hold
5,825
– – 0.02% 201
2022
Q1 		$200K Hold
5,825
– – 0.02% 185
2021
Q4 		$212K Buy
5,825
+50
+0.9% +$1.84K 0.02% 188
2021
Q3 		$209K Hold
5,775
– – 0.02% 183
2021
Q2 		$212K Hold
5,775
– – 0.02% 193
2021
Q1 		$204K Buy
+5,775
New +$202K 0.02% 161

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valley Wealth Managers's SPDW Position: Q2 2026 in Review

Valley Wealth Managers held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 1,360 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Valley Wealth Managers first reported a position in SPDW in Q1 2021 and has held it in 22 quarters since. The position peaked at $212K in Q4 2021. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Valley Wealth Managers held 1,360 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $68.5K as of Q2 2026.
  • Valley Wealth Managers left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #212 holding.
  • Valley Wealth Managers first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 22 quarters since.
  • Valley Wealth Managers's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $212K 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 Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.