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Wealthcare Advisory Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wealthcare Advisory Partners’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 		$71.5M Buy
1,419,227
+32,529
+2% +$1.61M 1.36% 10
2026
Q1 		$63.3M Buy
1,386,698
+112,867
+9% +$5.3M 1.23% 13
2025
Q4 		$56.6M Buy
1,273,831
+8,196
+0.6% +$358K 1.11% 17
2025
Q3 		$54.2M Buy
1,265,635
+77,542
+7% +$3.21M 1.13% 16
2025
Q2 		$48.1M Buy
1,188,093
+101,921
+9% +$3.91M 1.1% 15
2025
Q1 		$39.5M Buy
1,086,172
+179,141
+20% +$6.47M 1.06% 19
2024
Q4 		$31M Buy
907,031
+137,935
+18% +$4.94M 0.86% 21
2024
Q3 		$28.9M Buy
769,096
+43,961
+6% +$1.59M 0.82% 24
2024
Q2 		$25.4M Buy
725,135
+50,161
+7% +$1.78M 0.79% 25
2024
Q1 		$24.2M Buy
674,974
+20,363
+3% +$700K 0.79% 27
2023
Q4 		$22.3M Buy
654,611
+1,235
+0.2% +$39.2K 0.89% 25
2023
Q3 		$20.3M Buy
653,376
+21,559
+3% +$696K 0.93% 23
2023
Q2 		$20.6M Sell
631,817
-60,243
-9% -$1.97M 0.92% 24
2023
Q1 		$22.2M Buy
692,060
+30,726
+5% +$970K 0.96% 20
2022
Q4 		$19.6M Buy
661,334
+125,643
+23% +$3.61M 0.94% 21
2022
Q3 		$13.8M Buy
535,691
+94,645
+21% +$2.73M 0.79% 29
2022
Q2 		$12.7M Buy
441,046
+23,882
+6% +$756K 0.77% 30
2022
Q1 		$14.3M Buy
417,164
+53,067
+15% +$1.84M 0.87% 29
2021
Q4 		$13.3M Sell
364,097
-10,589
-3% -$389K 0.79% 30
2021
Q3 		$13.6M Buy
374,686
+36,440
+11% +$1.35M 0.89% 24
2021
Q2 		$12.4M Buy
338,246
+57,831
+21% +$2.15M 0.83% 24
2021
Q1 		$9.91M Buy
280,415
+30,185
+12% +$1.06M 0.72% 26
2020
Q4 		$8.45M Buy
250,230
+38,160
+18% +$1.2M 0.75% 26
2020
Q3 		$6.21M Buy
212,070
+64,824
+44% +$1.89M 0.68% 24
2020
Q2 		$4.07M Sell
147,246
-8,452
-5% -$221K 0.51% 30
2020
Q1 		$3.73M Buy
155,698
+93,777
+151% +$2.68M 0.55% 31
2019
Q4 		$1.94M Buy
61,921
+995
+2% +$30.3K 0.25% 53
2019
Q3 		$1.79M Buy
60,926
+2,784
+5% +$80.7K 0.26% 50
2019
Q2 		$1.72M Buy
58,142
+8,090
+16% +$238K 0.27% 54
2019
Q1 		$1.46M Buy
50,052
+4,837
+11% +$138K 0.25% 60
2018
Q4 		$1.2M Sell
45,215
-5,834
-11% -$164K 0.23% 62
2018
Q3 		$1.57M Buy
51,049
+932
+2% +$28.5K 0.29% 51
2018
Q2 		$1.52M Sell
50,117
-172
-0.3% -$5.44K 0.3% 50
2018
Q1 		$1.58M Buy
50,289
+3,550
+8% +$114K 0.36% 43
2017
Q4 		$1.48M Buy
46,739
+3,110
+7% +$97K 0.38% 36
2017
Q3 		$1.34M Buy
+43,629
New +$1.3M 0.4% 34

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthcare Advisory Partners's SPDW Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.3% in Q2 2026, buying an estimated $1.61M and bringing the position to 1,419,227 shares worth $71.5M. The position accounts for 1.36% of the portfolio, ranked #10.

Wealthcare Advisory Partners first reported a position in SPDW in Q3 2017 and has held it in 36 quarters since. 288 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Wealthcare Advisory Partners held 1,419,227 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $71.5M as of Q2 2026.
  • Wealthcare Advisory Partners bought 32,529 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.61M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.36% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #10 holding.
  • Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2017 and has held it in 36 quarters since.
  • 288 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.