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

Watershed 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	$2.71M	Hold	53,830	–	–	0.76%	31
2026 Q1	$2.46M	Sell	53,830 -4,016	-7%	-$188K	0.77%	31
2025 Q4	$2.57M	Sell	57,846 -348	-0.6%	-$15.2K	0.77%	33
2025 Q3	$2.49M	Sell	58,194 -406	-0.7%	-$16.8K	0.79%	32
2025 Q2	$2.37M	Sell	58,600 -3,195	-5%	-$122K	0.86%	26
2025 Q1	$2.25M	Sell	61,795 -56	-0.1%	-$2.02K	0.9%	25
2024 Q4	$2.11M	Sell	61,851 -1,409	-2%	-$50.5K	0.82%	27
2024 Q3	$2.38M	Sell	63,260 -801	-1%	-$28.9K	0.95%	22
2024 Q2	$2.25M	Sell	64,061 -2,845	-4%	-$101K	0.96%	22
2024 Q1	$2.4M	Buy	66,906 +11,358	+20%	+$390K	1.06%	22
2023 Q4	$1.89M	Sell	55,548 -16,177	-23%	-$513K	1.04%	30
2023 Q3	$2.22M	Buy	71,725 +722	+1%	+$23.3K	1.37%	28
2023 Q2	$2.31M	Hold	71,003	–	–	1.4%	28
2023 Q1	$2.28M	Buy	71,003 +4,080	+6%	+$129K	1.54%	23
2022 Q4	$1.99M	Buy	+66,923	New	+$1.92M	1.51%	23

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Watershed Private Wealth held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 53,830 shares worth $2.71M. The position accounts for 0.76% of the portfolio, ranked #31.

Watershed Private Wealth first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,224 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Watershed Private Wealth held 53,830 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.71M as of Q2 2026.
Watershed Private Wealth 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 0.76% of Watershed Private Wealth's portfolio in Q2 2026, its #31 holding.
Watershed Private Wealth 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.
1,224 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.