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

WealthCare Investment 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 		$1.25M Buy
24,811
+312
+1% +$15.5K 0.3% 79
2026
Q1 		$1.12M Sell
24,499
-820
-3% -$38.5K 0.31% 75
2025
Q4 		$1.14M Buy
25,319
+762
+3% +$33.3K 0.33% 75
2025
Q3 		$1.06M Buy
24,557
+737
+3% +$30.5K 0.34% 71
2025
Q2 		$968K Buy
23,820
+121
+0.5% +$4.64K 0.35% 68
2025
Q1 		$856K Sell
23,699
-40
-0.2% -$1.45K 0.36% 65
2024
Q4 		$808K Sell
23,739
-165
-0.7% -$5.91K 0.35% 66
2024
Q3 		$883K Sell
23,904
-1,749
-7% -$63.1K 0.39% 65
2024
Q2 		$900K Buy
25,653
+69
+0.3% +$2.45K 0.42% 62
2024
Q1 		$917K Buy
25,584
+578
+2% +$19.9K 0.44% 60
2023
Q4 		$846K Sell
25,006
-187
-0.7% -$5.94K 0.46% 58
2023
Q3 		$769K Sell
25,193
-355
-1% -$11.5K 0.47% 55
2023
Q2 		$824K Buy
25,548
+416
+2% +$13.6K 0.49% 54
2023
Q1 		$807K Buy
25,132
+5,594
+29% +$177K 0.49% 54
2022
Q4 		$580K Sell
19,538
-5,470
-22% -$157K 0.4% 61
2022
Q3 		$645K Buy
25,008
+1,297
+5% +$37.4K 0.53% 51
2022
Q2 		$684K Buy
23,711
+7,280
+44% +$230K 0.59% 52
2022
Q1 		$553K Buy
16,431
+1,444
+10% +$50.1K 0.49% 54
2021
Q4 		$547K Buy
+14,987
New +$551K 0.53% 47

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Morgan Stanley
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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

WealthCare Investment Partners's SPDW Position: Q2 2026 in Review

WealthCare Investment Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q2 2026, buying an estimated $15.5K and bringing the position to 24,811 shares worth $1.25M. The position accounts for 0.3% of the portfolio, ranked #79.

WealthCare Investment Partners first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • WealthCare Investment Partners held 24,811 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.25M as of Q2 2026.
  • WealthCare Investment Partners bought 312 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $15.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.3% of WealthCare Investment Partners's portfolio in Q2 2026, its #79 holding.
  • WealthCare Investment Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.