World Equity Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

World Equity Group’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	$1.46M	Buy	28,884 +20,988	+266%	+$1.04M	0.33%	64
2026 Q1	$360K	Buy	7,896 +1,092	+16%	+$51.2K	0.09%	256
2025 Q4	$302K	Buy	6,804 +397	+6%	+$17.3K	0.08%	262
2025 Q3	$274K	Buy	+6,407	New	+$265K	0.06%	292
2024 Q3	–	Sell	-38,903	Closed	-$1.36M	–	308
2024 Q2	$1.36M	Buy	38,903 +1,464	+4%	+$52.1K	0.41%	70
2024 Q1	$1.34M	Sell	37,439 -648	-2%	-$22.3K	0.28%	95
2023 Q4	$1.3M	Sell	38,087 -7,079	-16%	-$225K	0.26%	94
2023 Q3	$1.4M	Sell	45,166 -15,796	-26%	-$510K	0.29%	85
2023 Q2	$1.98M	Sell	60,962 -62,777	-51%	-$2.05M	0.58%	37
2023 Q1	$2.1M	Buy	+123,739	New	+$3.91M	0.31%	75
2022 Q3	–	Sell	-21,323	Closed	-$615K	–	352
2022 Q2	$615K	Buy	21,323 +9,392	+79%	+$297K	0.15%	155
2022 Q1	$409K	Buy	+11,931	New	+$414K	0.09%	234

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

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

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

World Equity Group's SPDW Position: Q2 2026 in Review

World Equity Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 266% in Q2 2026, buying an estimated $1.04M and bringing the position to 28,884 shares worth $1.46M. The position accounts for 0.33% of the portfolio, ranked #64.

World Equity Group first reported a position in SPDW in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.1M in Q1 2023. 295 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

World Equity Group held 28,884 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.46M as of Q2 2026.
World Equity Group bought 20,988 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.04M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.33% of World Equity Group's portfolio in Q2 2026, its #64 holding.
World Equity Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 12 quarters since.
World Equity Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.1M in Q1 2023.
295 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.