Wealth Enhancement Advisory Services
SPDW icon

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

Wealth Enhancement Advisory Services’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 		$57.7M Sell
1,153,768
-33,502
-3% -$1.66M 0.1% 187
2026
Q1 		$54.7M Sell
1,187,270
-831,173
-41% -$39M 0.11% 170
2025
Q4 		$92M Buy
2,018,443
+162,479
+9% +$7.1M 0.12% 144
2025
Q3 		$80.4M Sell
1,855,964
-169,605
-8% -$7.03M 0.12% 160
2025
Q2 		$82.3M Sell
2,025,569
-331,981
-14% -$12.7M 0.14% 150
2025
Q1 		$85.8M Buy
2,357,550
+21,774
+0.9% +$787K 0.16% 118
2024
Q4 		$79.7M Buy
2,335,776
+201,857
+9% +$7.23M 0.15% 132
2024
Q3 		$80.2M Buy
2,133,919
+18,499
+0.9% +$668K 0.17% 118
2024
Q2 		$74.2M Buy
2,115,420
+1,190,546
+129% +$42.3M 0.18% 116
2024
Q1 		$33.1M Sell
924,874
-79,532
-8% -$2.73M 0.09% 230
2023
Q4 		$34.2M Buy
1,004,406
+106,091
+12% +$3.37M 0.1% 202
2023
Q3 		$27.9M Buy
898,315
+584,218
+186% +$18.9M 0.09% 217
2023
Q2 		$10.2M Sell
314,097
-1,510,538
-83% -$49.3M 0.11% 92
2023
Q1 		$58.6M Buy
1,824,635
+17,613
+1% +$556K 0.68% 28
2022
Q4 		$58.2M Buy
1,807,022
+763
+0% +$21.9K 0.75% 26
2022
Q3 		$47.4M Buy
1,806,259
+192,678
+12% +$5.56M 0.68% 33
2022
Q2 		$46.5M Buy
1,613,581
+124,690
+8% +$3.95M 0.65% 32
2022
Q1 		$51.7M Buy
1,488,891
+80,645
+6% +$2.8M 0.7% 32
2021
Q4 		$49.2M Buy
1,408,246
+94,976
+7% +$3.49M 0.71% 32
2021
Q3 		$49.2M Buy
1,313,270
+287,235
+28% +$10.7M 0.72% 31
2021
Q2 		$37.6M Buy
1,026,035
+130,572
+15% +$4.84M 0.61% 35
2021
Q1 		$32.3M Buy
895,463
+12,961
+1% +$454K 0.59% 36
2020
Q4 		$30.5M Buy
882,502
+45,866
+5% +$1.45M 0.69% 28
2020
Q3 		$25.4M Buy
836,636
+30,575
+4% +$893K 0.67% 29
2020
Q2 		$23.4M Buy
806,061
+160,419
+25% +$4.2M 0.67% 28
2020
Q1 		$16.4M Buy
645,642
+178,061
+38% +$5.1M 0.59% 32
2019
Q4 		$14.7M Buy
467,581
+75,302
+19% +$2.29M 0.52% 32
2019
Q3 		$11.5M Buy
392,279
+237,644
+154% +$6.89M 0.47% 35
2019
Q2 		$4.56M Buy
154,635
+107,541
+228% +$3.17M 0.2% 49
2019
Q1 		$1.41M Buy
47,094
+15,410
+49% +$439K 0.08% 104
2018
Q4 		$889K Buy
31,684
+12,684
+67% +$358K 0.06% 135
2018
Q3 		$529K Buy
19,000
+4,541
+31% +$139K 0.03% 142
2018
Q2 		$445K Buy
+14,459
New +$457K 0.03% 141

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPDW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.8% in Q2 2026, selling an estimated $1.66M and leaving 1,153,768 shares worth $57.7M. The position accounts for 0.1% of the portfolio, ranked #187.

Wealth Enhancement Advisory Services first reported a position in SPDW in Q2 2018 and has held it in 33 quarters since. The position peaked at $92M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,153,768 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $57.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 33,502 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.66M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #187 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and has held it in 33 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $92M in Q4 2025.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.