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

Wealth Architects’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	$294K	Sell	5,836 -258	-4%	-$12.8K	0.02%	201
2026 Q1	$278K	Hold	6,094	–	–	0.02%	187
2025 Q4	$271K	Hold	6,094	–	–	0.02%	192
2025 Q3	$261K	Hold	6,094	–	–	0.02%	193
2025 Q2	$247K	Sell	6,094 -1,094	-15%	-$41.9K	0.03%	190
2025 Q1	$262K	Hold	7,188	–	–	0.03%	189
2024 Q4	$245K	Hold	7,188	–	–	0.03%	188
2024 Q3	$270K	Hold	7,188	–	–	0.03%	177
2024 Q2	$252K	Hold	7,188	–	–	0.03%	175
2024 Q1	$258K	Hold	7,188	–	–	0.03%	172
2023 Q4	$244K	Sell	7,188 -75	-1%	-$2.38K	0.03%	172
2023 Q3	$225K	Hold	7,263	–	–	0.04%	167
2023 Q2	$236K	Sell	7,263 -89	-1%	-$2.9K	0.04%	164
2023 Q1	$236K	Buy	7,352 +32	+0.4%	+$1.01K	0.04%	161
2022 Q4	$217K	Buy	+7,320	New	+$210K	0.04%	158
2022 Q3	–	Sell	-7,414	Closed	-$214K	–	187
2022 Q2	$214K	Hold	7,414	–	–	0.04%	166
2022 Q1	$254K	Buy	+7,414	New	+$257K	0.04%	165

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

Wealth Architects's SPDW Position: Q2 2026 in Review

Wealth Architects reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.2% in Q2 2026, selling an estimated $12.8K and leaving 5,836 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #201.

Wealth Architects first reported a position in SPDW in Q1 2022 and has held it in 17 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Wealth Architects held 5,836 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $294K as of Q2 2026.
Wealth Architects sold 258 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $12.8K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #201 holding.
Wealth Architects first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 17 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 Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.