WF
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WealthPoint Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

WealthPoint Financial’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 		$1.81M Sell
35,888
-4,361
-11% -$216K 1.32% 22
2026
Q1 		$1.84M Buy
40,249
+5,716
+17% +$268K 1.54% 22
2025
Q4 		$1.53M Buy
+34,533
New +$1.51M 1.33% 28

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

WealthPoint Financial's SPDW Position: Q2 2026 in Review

WealthPoint Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q2 2026, selling an estimated $216K and leaving 35,888 shares worth $1.81M. The position accounts for 1.32% of the portfolio, ranked #22.

WealthPoint Financial first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.84M in Q1 2026. 1,227 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • WealthPoint Financial held 35,888 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.81M as of Q2 2026.
  • WealthPoint Financial sold 4,361 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $216K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.32% of WealthPoint Financial's portfolio in Q2 2026, its #22 holding.
  • WealthPoint Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • WealthPoint Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.84M in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.