WWM
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Western Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Western Wealth 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 		$17M Buy
336,424
+41,123
+14% +$2.04M 0.55% 33
2026
Q1 		$13.5M Buy
295,301
+94,945
+47% +$4.46M 0.51% 34
2025
Q4 		$8.9M Buy
200,356
+37,067
+23% +$1.62M 0.41% 45
2025
Q3 		$6.99M Sell
163,289
-876
-0.5% -$36.3K 0.37% 47
2025
Q2 		$6.65M Buy
164,165
+12,314
+8% +$472K 0.39% 48
2025
Q1 		$5.53M Buy
151,851
+7,298
+5% +$264K 0.37% 57
2024
Q4 		$4.93M Buy
144,553
+9,749
+7% +$349K 0.26% 76
2024
Q3 		$5.06M Sell
134,804
-102,861
-43% -$3.71M 0.29% 70
2024
Q2 		$8.34M Buy
237,665
+17,346
+8% +$617K 0.62% 32
2024
Q1 		$7.9M Buy
220,319
+7,279
+3% +$250K 0.61% 32
2023
Q4 		$7.25M Buy
213,040
+97,299
+84% +$3.09M 0.52% 38
2023
Q3 		$3.59M Buy
115,741
+19,036
+20% +$615K 0.3% 74
2023
Q2 		$3.15M Buy
96,705
+9,341
+11% +$305K 0.27% 82
2023
Q1 		$2.81M Buy
87,364
+27,314
+45% +$862K 0.26% 88
2022
Q4 		$1.78M Sell
60,050
-49,231
-45% -$1.41M 0.18% 132
2022
Q3 		$2.81M Buy
109,281
+13,778
+14% +$397K 0.16% 144
2022
Q2 		$2.75M Buy
95,503
+2,756
+3% +$87.2K 0.16% 146
2022
Q1 		$3.18M Buy
92,747
+52,151
+128% +$1.81M 0.15% 140
2021
Q4 		$1.48M Buy
+40,596
New +$1.49M 0.15% 145
2021
Q2 		$1.4M Buy
38,123
+19,114
+101% +$709K 0.14% 156
2021
Q1 		$672K Buy
19,009
+4,171
+28% +$146K 0.09% 222
2020
Q4 		$501K Buy
14,838
+3,154
+27% +$99.4K 0.07% 253
2020
Q3 		$342K Buy
+11,684
New +$341K 0.06% 307

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

Western Wealth Management's SPDW Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q2 2026, buying an estimated $2.04M and bringing the position to 336,424 shares worth $17M. The position accounts for 0.55% of the portfolio, ranked #33.

Western Wealth Management first reported a position in SPDW in Q3 2020 and has held it in 23 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Western Wealth Management held 336,424 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $17M as of Q2 2026.
  • Western Wealth Management bought 41,123 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.04M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.55% of Western Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Western Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.