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

Warren Street 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 		$350K Buy
6,943
+20
+0.3% +$991 0.08% 98
2026
Q1 		$316K Buy
6,923
+19
+0.3% +$892 0.08% 92
2025
Q4 		$307K Sell
6,904
-5,136
-43% -$224K 0.09% 79
2025
Q3 		$515K Buy
12,040
+417
+4% +$17.3K 0.15% 64
2025
Q2 		$471K Buy
11,623
+162
+1% +$6.21K 0.16% 64
2025
Q1 		$417K Buy
11,461
+178
+2% +$6.43K 0.16% 64
2024
Q4 		$385K Buy
11,283
+134
+1% +$4.8K 0.16% 64
2024
Q3 		$419K Buy
11,149
+638
+6% +$23K 0.17% 66
2024
Q2 		$369K Sell
10,511
-2,179
-17% -$77.5K 0.18% 66
2024
Q1 		$455K Buy
12,690
+571
+5% +$19.6K 0.23% 60
2023
Q4 		$412K Sell
12,119
-1,843
-13% -$58.5K 0.23% 58
2023
Q3 		$433K Sell
13,962
-155
-1% -$5.01K 0.29% 48
2023
Q2 		$459K Sell
14,117
-81
-0.6% -$2.64K 0.3% 46
2023
Q1 		$456K Sell
14,198
-535
-4% -$16.9K 0.32% 44
2022
Q4 		$438K Buy
14,733
+869
+6% +$24.9K 0.35% 39
2022
Q3 		$358K Sell
13,864
-138
-1% -$3.98K 0.36% 35
2022
Q2 		$404K Sell
14,002
-8
-0.1% -$253 0.39% 35
2022
Q1 		$480K Sell
14,010
-166
-1% -$5.76K 0.42% 31
2021
Q4 		$517K Buy
+14,176
New +$521K 0.48% 30

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Warren Street Wealth Advisors's SPDW Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.29% in Q2 2026, buying an estimated $991 and bringing the position to 6,943 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #98.

Warren Street Wealth Advisors first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $517K in Q4 2021. 848 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Warren Street Wealth Advisors held 6,943 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $350K as of Q2 2026.
  • Warren Street Wealth Advisors bought 20 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $991.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Warren Street Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • Warren Street Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $517K in Q4 2021.
  • 848 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.