Wilson & Boucher Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wilson & Boucher Capital 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 Q1	$215K	Hold	4,700	–	–	0.14%	109
2025 Q4	$209K	Hold	4,700	–	–	0.14%	108
2025 Q3	$201K	Buy	+4,700	New	+$195K	0.13%	113
2023 Q3	–	Sell	-4,700	Closed	-$153K	–	111
2023 Q2	$153K	Buy	+4,700	New	+$153K	0.14%	105
2022 Q4	–	Sell	-7,800	Closed	-$201K	–	100
2022 Q3	$201K	Sell	7,800 -2,500	-24%	-$72.1K	0.23%	92
2022 Q2	$297K	Hold	10,300	–	–	0.33%	80
2022 Q1	$353K	Buy	10,300 +100	+1%	+$3.47K	0.32%	79
2021 Q4	$372K	Buy	+10,200	New	+$375K	0.34%	77

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wilson & Boucher Capital Management's SPDW Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 4,700 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #109.

Wilson & Boucher Capital Management first reported a position in SPDW in Q4 2021 and has held it in 8 quarters since. The position peaked at $372K in Q4 2021. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Wilson & Boucher Capital Management held 4,700 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $215K as of Q1 2026.
Wilson & Boucher Capital Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.14% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #109 holding.
Wilson & Boucher Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 8 quarters since.
Wilson & Boucher Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $372K in Q4 2021.
1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.