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

WCG 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 Q1	$468K	Sell	10,260 -6,197	-38%	-$291K	0.01%	464
2025 Q4	$731K	Buy	+16,457	New	+$719K	0.02%	399
2025 Q1	–	Sell	-43,165	Closed	-$1.47M	–	322
2024 Q4	$1.47M	Sell	43,165 -11,302	-21%	-$405K	0.1%	175
2024 Q3	$2.05M	Sell	54,467 -27,997	-34%	-$1.01M	0.14%	155
2024 Q2	$2.89M	Sell	82,464 -122,141	-60%	-$4.34M	0.21%	105
2024 Q1	$7.33M	Sell	204,605 -4,152	-2%	-$143K	0.61%	52
2023 Q4	$7.1M	Buy	208,757 +12,083	+6%	+$384K	0.52%	54
2023 Q3	$6.1M	Buy	196,674 +111,809	+132%	+$3.61M	0.45%	60
2023 Q2	$2.76M	Sell	84,865 -25,271	-23%	-$825K	0.32%	64
2023 Q1	$3.54M	Buy	110,136 +78,500	+248%	+$2.48M	0.45%	52
2022 Q4	$939K	Buy	+31,636	New	+$908K	0.13%	113

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WCG Wealth Advisors's SPDW Position: Q1 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 38% in Q1 2026, selling an estimated $291K and leaving 10,260 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #464.

WCG Wealth Advisors first reported a position in SPDW in Q4 2022 and has held it in 11 quarters since. The position peaked at $7.33M in Q1 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

WCG Wealth Advisors held 10,260 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $468K as of Q1 2026.
WCG Wealth Advisors sold 6,197 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $291K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #464 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 11 quarters since.
WCG Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.33M in Q1 2024.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.