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

Wealth Enhancement Trust 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 		$52.8K Sell
1,047
-17
-2% -$843 0.01% 471
2026
Q1 		$48.6K Hold
1,064
– – 0.01% 458
2025
Q4 		$47.3K Buy
+1,064
New +$46.5K 0.01% 439

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.6% in Q2 2026, selling an estimated $843 and leaving 1,047 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #471.

Wealth Enhancement Trust Services first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 1,056 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,047 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $52.8K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 17 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $843.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #471 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,056 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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