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

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

Wealthcare Capital Management's SPDW Position: Q2 2026 in Review

Wealthcare Capital Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q2 2026, buying an estimated $80.4K and bringing the position to 15,640 shares worth $788K. The position accounts for 0.07% of the portfolio, ranked #48.

Wealthcare Capital Management first reported a position in SPDW in Q3 2023 and has held it in 8 quarters since. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Wealthcare Capital Management held 15,640 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $788K as of Q2 2026.
Wealthcare Capital Management bought 1,621 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $80.4K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Wealthcare Capital Management's portfolio in Q2 2026, its #48 holding.
Wealthcare Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 8 quarters since.
1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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