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 Q2	–	Sell	-10,260	Closed	-$468K	–	586
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 $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 22.9% 1-Year Est. Return

WCG Wealth Advisors's SPDW Position: Q2 2026 in Review

WCG Wealth Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 10,260 shares — an estimated $468K sold.

WCG Wealth Advisors first reported a position in SPDW in Q4 2022 and held it in 11 quarters. The position peaked at $7.33M in Q1 2024. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

WCG Wealth Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
WCG Wealth Advisors sold 10,260 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $468K.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and held it in 11 quarters.
WCG Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.33M in Q1 2024.
1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.