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

Wedmont Private Capital’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	$2.45M	Buy	48,654 +9	+0%	+$446	0.07%	155
2026 Q1	$2.35M	Buy	48,645 +287	+0.6%	+$13.5K	0.08%	146
2025 Q4	$2.2M	Buy	48,358 +5,495	+13%	+$240K	0.08%	148
2025 Q3	$1.86M	Hold	42,863	–	–	0.07%	174
2025 Q2	$1.74M	Sell	42,863 -599	-1%	-$23K	0.07%	168
2025 Q1	$1.54M	Buy	43,462 +7,204	+20%	+$260K	0.08%	154
2024 Q4	$1.23M	Buy	36,258 +19,855	+121%	+$711K	0.06%	182
2024 Q3	$606K	Buy	16,403 +383	+2%	+$13.8K	0.03%	308
2024 Q2	$586K	Buy	16,020 +3	+0%	+$107	0.04%	304
2024 Q1	$572K	Hold	16,017	–	–	0.04%	294
2023 Q4	$542K	Buy	16,017 +1	+0%	+$32	0.04%	289
2023 Q3	$492K	Hold	16,016	–	–	0.05%	257
2023 Q2	$533K	Buy	+16,016	New	+$523K	0.06%	228

Other funds holding SPDW

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

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return