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

Wealthcare Capital Management’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	$788K	Buy	15,640 +1,621	+12%	+$80.4K	0.07%	48
2026 Q1	$640K	Sell	14,019 -421	-3%	-$19.8K	0.06%	51
2025 Q4	$641K	Buy	14,440 +42	+0.3%	+$1.83K	0.06%	50
2025 Q3	$616K	Sell	14,398 -371	-3%	-$15.4K	0.06%	50
2025 Q2	$598K	Buy	14,769 +4,564	+45%	+$175K	0.06%	46
2025 Q1	$372K	Buy	10,205 +2,431	+31%	+$87.8K	0.04%	62
2024 Q4	$265K	Buy	+7,774	New	+$278K	0.03%	76
2023 Q4	–	Sell	-8,134	Closed	-$252K	–	86
2023 Q3	$252K	Buy	+8,134	New	+$263K	0.03%	67

Other funds holding SPDW

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return