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

WealthPlan Investment 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 		$591K Buy
11,734
+1,461
+14% +$72.4K 0.03% 291
2026
Q1 		$469K Buy
10,273
+70
+0.7% +$3.29K 0.03% 312
2025
Q4 		$453K Sell
10,203
-3
-0% -$131 0.03% 269
2025
Q3 		$437K Hold
10,206
– – 0.03% 241
2025
Q2 		$413K Sell
10,206
-387
-4% -$14.8K 0.03% 259
2025
Q1 		$386K Sell
10,593
-220
-2% -$7.95K 0.04% 200
2024
Q4 		$369K Buy
10,813
+1,517
+16% +$54.3K 0.04% 202
2024
Q3 		$349K Buy
+9,296
New +$336K 0.04% 187
2023
Q1 		– Sell
-8,754
Closed -$283K – 553
2022
Q4 		$283K Hold
8,754
– – 0.02% 327
2022
Q3 		$265K Buy
+8,754
New +$252K 0.02% 315
2022
Q1 		$257K Buy
+8,078
New +$280K 0.02% 342

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Truist Financial
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
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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthPlan Investment Management's SPDW Position: Q2 2026 in Review

WealthPlan Investment Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q2 2026, buying an estimated $72.4K and bringing the position to 11,734 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #291.

WealthPlan Investment Management first reported a position in SPDW in Q1 2022 and has held it in 11 quarters since. 541 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • WealthPlan Investment Management held 11,734 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $591K as of Q2 2026.
  • WealthPlan Investment Management bought 1,461 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $72.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #291 holding.
  • WealthPlan Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 11 quarters since.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.