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

Valued Wealth Advisors’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 		$21.5K Buy
427
+6
+1% +$297 0.01% 191
2026
Q1 		$19.2K Hold
421
– – 0.01% 178
2025
Q4 		$18.7K Sell
421
-1
-0.2% -$44 0.01% 165
2025
Q3 		$18.1K Hold
422
– – 0.01% 161
2025
Q2 		$17.1K Buy
422
+175
+71% +$6.71K 0.01% 160
2025
Q1 		$8.99K Sell
247
-495
-67% -$17.9K 0.01% 241
2024
Q4 		$25.3K Buy
+742
New +$26.6K 0.02% 135

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
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
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Valued Wealth Advisors's SPDW Position: Q2 2026 in Review

Valued Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.4% in Q2 2026, buying an estimated $297 and bringing the position to 427 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #191.

Valued Wealth Advisors first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.3K in Q4 2024. 448 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Valued Wealth Advisors held 427 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $21.5K as of Q2 2026.
  • Valued Wealth Advisors bought 6 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $297.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • Valued Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • Valued Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $25.3K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.