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

Weitzel Financial Services’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 		$5.43M Buy
108,695
+14,497
+15% +$719K 1.85% 15
2026
Q1 		$4.37M Buy
94,198
+5,552
+6% +$261K 1.65% 14
2025
Q4 		$3.98M Buy
88,646
+9,525
+12% +$416K 1.54% 16
2025
Q3 		$3.37M Buy
79,121
+9,177
+13% +$380K 1.37% 17
2025
Q2 		$2.87M Buy
69,944
+5,393
+8% +$207K 1.22% 17
2025
Q1 		$2.31M Buy
64,551
+2,154
+3% +$77.8K 1.1% 18
2024
Q4 		$2.14M Buy
62,397
+134
+0.2% +$4.8K 1.01% 18
2024
Q3 		$2.33M Buy
62,263
+1,143
+2% +$41.3K 1.09% 19
2024
Q2 		$2.15M Sell
61,120
-1,052
-2% -$37.4K 1.07% 19
2024
Q1 		$2.21M Sell
62,172
-3,503
-5% -$120K 1.12% 19
2023
Q4 		$2.22M Buy
65,675
+1,292
+2% +$41K 1.19% 20
2023
Q3 		$1.94M Sell
64,383
-3,993
-6% -$129K 1.13% 19
2023
Q2 		$2.22M Buy
68,376
+2,362
+4% +$77.1K 1.26% 17
2023
Q1 		$2.14M Sell
66,014
-1,136
-2% -$35.9K 1.29% 15
2022
Q4 		$1.99M Sell
67,150
-2,142
-3% -$61.5K 1.27% 16
2022
Q3 		$1.79M Sell
69,292
-14,170
-17% -$409K 1.26% 16
2022
Q2 		$2.41M Sell
83,462
-4,090
-5% -$129K 1.62% 14
2022
Q1 		$3M Sell
87,552
-1,136
-1% -$39.4K 1.92% 11
2021
Q4 		$3.24M Buy
88,688
+3,438
+4% +$126K 1.95% 10
2021
Q3 		$3.1M Sell
85,250
-2,857,609
-97% -$106M 2.01% 10
2021
Q2 		$80M Buy
2,942,859
+2,864,304
+3,646% +$106M 2.82% 7
2021
Q1 		$2.84M Sell
78,555
-2,344
-3% -$82.2K 1.98% 11
2020
Q4 		$2.88M Buy
+80,899
New +$2.55M 2.15% 10

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
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
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Weitzel Financial Services's SPDW Position: Q2 2026 in Review

Weitzel Financial Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 15% in Q2 2026, buying an estimated $719K and bringing the position to 108,695 shares worth $5.43M. The position accounts for 1.85% of the portfolio, ranked #15.

Weitzel Financial Services first reported a position in SPDW in Q4 2020 and has held it in 23 quarters since. The position peaked at $80M in Q2 2021. 246 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Weitzel Financial Services held 108,695 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.43M as of Q2 2026.
  • Weitzel Financial Services bought 14,497 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $719K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.85% of Weitzel Financial Services's portfolio in Q2 2026, its #15 holding.
  • Weitzel Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 23 quarters since.
  • Weitzel Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $80M in Q2 2021.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.