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Wallace Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wallace Advisory Group’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 		$1.47M Buy
29,148
+7,620
+35% +$378K 1.38% 16
2026
Q1 		$983K Sell
21,528
-1,849
-8% -$86.8K 1.05% 17
2025
Q4 		$1.04M Sell
23,377
-816
-3% -$35.7K 1.09% 23
2025
Q3 		$980K Sell
24,193
-176
-0.7% -$7.29K 0.79% 29
2025
Q2 		$887K Sell
24,369
-125
-0.5% -$4.79K 0.64% 41
2025
Q1 		$836K Buy
24,494
+1,701
+7% +$61.5K 0.58% 45
2024
Q4 		$856K Sell
22,793
-682
-3% -$24.4K 0.59% 44
2024
Q3 		$824K Hold
23,475
– – 0.6% 39
2024
Q2 		$824K Sell
23,475
-1,887
-7% -$67.1K 0.59% 40
2024
Q1 		$863K Sell
25,362
-2,429
-9% -$83.4K 0.65% 41
2023
Q4 		$862K Sell
27,791
-340
-1% -$10.8K 0.68% 36
2023
Q3 		$915K Sell
28,131
-635
-2% -$20.5K 0.66% 36
2023
Q2 		$924K Hold
28,766
– – 0.7% 34
2023
Q1 		$924K Sell
28,766
-186
-0.6% -$5.87K 0.7% 34
2022
Q4 		$860K Buy
+28,952
New +$831K 0.68% 38

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

Wallace Advisory Group's SPDW Position: Q2 2026 in Review

Wallace Advisory Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 35% in Q2 2026, buying an estimated $378K and bringing the position to 29,148 shares worth $1.47M. The position accounts for 1.38% of the portfolio, ranked #16.

Wallace Advisory Group first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Wallace Advisory Group held 29,148 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.47M as of Q2 2026.
  • Wallace Advisory Group bought 7,620 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $378K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.38% of Wallace Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Wallace Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.