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

Vericrest Private Wealth’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 		$1.45M Sell
28,839
-7,025
-20% -$348K 1.29% 17
2026
Q1 		$1.64M Sell
35,864
-508
-1% -$23.8K 1.47% 18
2025
Q4 		$1.62M Buy
+36,372
New +$1.59M 1.44% 19
2022
Q2 		$2.55M Buy
88,496
+513
+0.6% +$16.2K 3.13% 13
2022
Q1 		$3.02M Buy
87,983
+2,707
+3% +$93.9K 3.14% 13
2021
Q4 		$3.11M Buy
+85,276
New +$3.14M 2.88% 14

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

Vericrest Private Wealth's SPDW Position: Q2 2026 in Review

Vericrest Private Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 20% in Q2 2026, selling an estimated $348K and leaving 28,839 shares worth $1.45M. The position accounts for 1.29% of the portfolio, ranked #17.

Vericrest Private Wealth first reported a position in SPDW in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.11M in Q4 2021. 1,233 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Vericrest Private Wealth held 28,839 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.45M as of Q2 2026.
  • Vericrest Private Wealth sold 7,025 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $348K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.29% of Vericrest Private Wealth's portfolio in Q2 2026, its #17 holding.
  • Vericrest Private Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 6 quarters since.
  • Vericrest Private Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.11M in Q4 2021.
  • 1,233 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.