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

WBH Advisory’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	$12M	Buy	237,189 +10,294	+5%	+$510K	0.8%	34
2026 Q1	$10.5M	Buy	226,895 +31,959	+16%	+$1.5M	0.79%	36
2025 Q4	$8.66M	Buy	194,936 +9,924	+5%	+$434K	0.64%	39
2025 Q3	$7.92M	Buy	185,012 +7,410	+4%	+$307K	0.6%	42
2025 Q2	$7.19M	Buy	177,602 +23,641	+15%	+$906K	0.61%	41
2025 Q1	$5.61M	Buy	153,961 +12,026	+8%	+$435K	0.52%	46
2024 Q4	$4.84M	Buy	141,935 +23,134	+19%	+$828K	0.45%	51
2024 Q3	$4.46M	Buy	118,801 +1,414	+1%	+$51K	0.42%	57
2024 Q2	$4.12M	Buy	117,387 +1,115	+1%	+$39.7K	0.42%	58
2024 Q1	$4.17M	Buy	116,272 +1,786	+2%	+$61.4K	0.43%	57
2023 Q4	$3.89M	Buy	114,486 +7,163	+7%	+$227K	0.43%	55
2023 Q3	$3.33M	Buy	107,323 +3,123	+3%	+$101K	0.41%	61
2023 Q2	$3.39M	Buy	104,200 +1,811	+2%	+$59.1K	0.4%	62
2023 Q1	$3.29M	Buy	+102,389	New	+$3.23M	0.41%	60
2022 Q3	$1.13M	Buy	43,756 +7,713	+21%	+$222K	0.16%	131
2022 Q2	$1.02M	Buy	36,043 +24,263	+206%	+$768K	0.14%	136
2022 Q1	$380K	Buy	11,780 +747	+7%	+$25.9K	0.05%	236
2021 Q4	$403K	Buy	11,033 +599	+6%	+$22K	0.05%	235
2021 Q3	$378K	Hold	10,434	–	–	0.05%	223
2021 Q2	$384K	Buy	10,434 +1,237	+13%	+$45.9K	0.06%	203
2021 Q1	$325K	Buy	9,197 +429	+5%	+$15K	0.05%	219
2020 Q4	$308K	Buy	8,768 +941	+12%	+$29.7K	0.05%	212
2020 Q3	$229K	Buy	+7,827	New	+$229K	0.05%	227

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

WBH Advisory's SPDW Position: Q2 2026 in Review

WBH Advisory increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.5% in Q2 2026, buying an estimated $510K and bringing the position to 237,189 shares worth $12M. The position accounts for 0.8% of the portfolio, ranked #34.

WBH Advisory first reported a position in SPDW in Q3 2020 and has held it in 23 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

WBH Advisory held 237,189 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $12M as of Q2 2026.
WBH Advisory bought 10,294 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $510K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.8% of WBH Advisory's portfolio in Q2 2026, its #34 holding.
WBH Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 23 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 WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.