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

Wealthcare Capital 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	$1.65M	Sell	32,681 -1,395	-4%	-$69.2K	0.68%	31
2026 Q1	$1.56M	Sell	34,076 -2,404	-7%	-$113K	0.73%	28
2025 Q4	$1.62M	Buy	36,480 +1,007	+3%	+$44K	0.76%	27
2025 Q3	$1.52M	Sell	35,473 -2,236	-6%	-$92.7K	0.7%	30
2025 Q2	$1.53M	Sell	37,709 -1,340	-3%	-$51.4K	0.77%	25
2025 Q1	$1.42M	Buy	39,049 +32,622	+508%	+$1.18M	0.73%	25
2024 Q4	$219K	Buy	+6,427	New	+$230K	0.11%	113

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Wealthcare Capital Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.1% in Q2 2026, selling an estimated $69.2K and leaving 32,681 shares worth $1.65M. The position accounts for 0.68% of the portfolio, ranked #31.

Wealthcare Capital Partners first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Wealthcare Capital Partners held 32,681 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.65M as of Q2 2026.
Wealthcare Capital Partners sold 1,395 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $69.2K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.68% of Wealthcare Capital Partners's portfolio in Q2 2026, its #31 holding.
Wealthcare Capital Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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