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

Wolff Financial 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	$306K	Buy	6,071 +29	+0.5%	+$1.44K	0.06%	91
2026 Q1	$276K	Hold	6,042	–	–	0.06%	90
2025 Q4	$268K	Buy	6,042 +79	+1%	+$3.45K	0.06%	89
2025 Q3	$255K	Hold	5,963	–	–	0.06%	89
2025 Q2	$241K	Buy	5,963 +98	+2%	+$3.76K	0.06%	89
2025 Q1	$214K	Hold	5,865	–	–	0.06%	95
2024 Q4	$200K	Buy	5,865 +80	+1%	+$2.86K	0.06%	93
2024 Q3	$217K	Hold	5,785	–	–	0.06%	96
2024 Q2	$203K	Buy	5,785 +100	+2%	+$3.56K	0.15%	42
2024 Q1	$204K	Buy	+5,685	New	+$195K	0.06%	97
2022 Q3	–	Sell	-7,334	Closed	-$212K	–	100
2022 Q2	$212K	Buy	7,334 +114	+2%	+$3.61K	0.09%	98
2022 Q1	$248K	Hold	7,220	–	–	0.1%	94
2021 Q4	$263K	Buy	7,220 +876	+14%	+$32.2K	0.1%	94
2021 Q3	$230K	Buy	+6,344	New	+$236K	0.2%	37
2021 Q1	$222K	Sell	6,276 -1	-0%	-$35	0.1%	91
2020 Q4	$212K	Buy	+6,277	New	+$198K	0.11%	86
2020 Q3	–	Sell	-7,594	Closed	-$210K	–	83
2020 Q2	$210K	Sell	7,594 -21,577	-74%	-$565K	0.13%	80
2020 Q1	$698K	Sell	29,171 -1,562	-5%	-$44.7K	0.53%	35
2019 Q4	$964K	Buy	30,733 +219	+0.7%	+$6.67K	0.64%	33
2019 Q3	$896K	Buy	30,514 +470	+2%	+$13.6K	0.65%	33
2019 Q2	$889K	Buy	30,044 +241	+0.8%	+$7.1K	0.68%	33
2019 Q1	$871K	Buy	29,803 +1,771	+6%	+$50.5K	0.72%	29
2018 Q4	$741K	Buy	+28,032	New	+$790K	0.72%	30

Other funds holding SPDW

AOI

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

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

Wolff Financial Management's SPDW Position: Q2 2026 in Review

Wolff Financial Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.48% in Q2 2026, buying an estimated $1.44K and bringing the position to 6,071 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #91.

Wolff Financial Management first reported a position in SPDW in Q4 2018 and has held it in 23 quarters since. The position peaked at $964K in Q4 2019. 318 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Wolff Financial Management held 6,071 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $306K as of Q2 2026.
Wolff Financial Management bought 29 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.44K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Wolff Financial Management's portfolio in Q2 2026, its #91 holding.
Wolff Financial Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 23 quarters since.
Wolff Financial Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $964K in Q4 2019.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.