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

Acorn Financial Advisory 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	$651K	Sell	12,911 -1,314	-9%	-$65.1K	0.09%	109
2026 Q1	$649K	Sell	14,225 -456	-3%	-$21.4K	0.09%	101
2025 Q4	$652K	Sell	14,681 -453	-3%	-$19.8K	0.1%	101
2025 Q3	$648K	Buy	15,134 +1,546	+11%	+$64.1K	0.1%	100
2025 Q2	$550K	Sell	13,588 -1,150	-8%	-$44.1K	0.09%	110
2025 Q1	$537K	Sell	14,738 -3,102	-17%	-$112K	0.1%	103
2024 Q4	$609K	Sell	17,840 -893	-5%	-$32K	0.1%	97
2024 Q3	$704K	Sell	18,733 -1,700	-8%	-$61.4K	0.12%	81
2024 Q2	$717K	Sell	20,433 -728	-3%	-$25.9K	0.13%	81
2024 Q1	$758K	Sell	21,161 -4,445	-17%	-$153K	0.14%	79
2023 Q4	$871K	Sell	25,606 -684	-3%	-$21.7K	0.15%	99
2023 Q3	$815K	Sell	26,290 -947	-3%	-$30.6K	0.15%	105
2023 Q2	$886K	Buy	27,237 +129	+0.5%	+$4.21K	0.16%	93
2023 Q1	$871K	Sell	27,108 -187	-0.7%	-$5.9K	0.17%	86
2022 Q4	$810K	Buy	27,295 +198	+0.7%	+$5.68K	0.17%	84
2022 Q3	$699K	Sell	27,097 -239	-0.9%	-$6.89K	0.17%	92
2022 Q2	$788K	Sell	27,336 -581	-2%	-$18.4K	0.19%	79
2022 Q1	$957K	Hold	27,917	–	–	0.19%	82
2021 Q4	$1.02M	Sell	27,917 -1,803	-6%	-$66.3K	0.2%	80
2021 Q3	$1.08M	Sell	29,720 -682	-2%	-$25.3K	0.33%	72
2021 Q2	$1.12M	Buy	30,402 +2,368	+8%	+$87.8K	0.33%	82
2021 Q1	$991K	Buy	28,034 +257	+0.9%	+$9.01K	0.36%	77
2020 Q4	$937K	Sell	27,777 -4,331	-13%	-$136K	0.37%	81
2020 Q3	$939K	Sell	32,108 -10,164	-24%	-$297K	0.49%	57
2020 Q2	$1.17M	Sell	42,272 -6,798	-14%	-$178K	0.81%	29
2020 Q1	$1.18M	Buy	49,070 +9,659	+25%	+$276K	1.16%	14
2019 Q4	$1.24M	Buy	+39,411	New	+$1.2M	1.04%	22

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acorn Financial Advisory Services's SPDW Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.2% in Q2 2026, selling an estimated $65.1K and leaving 12,911 shares worth $651K. The position accounts for 0.09% of the portfolio, ranked #109.

Acorn Financial Advisory Services first reported a position in SPDW in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.24M in Q4 2019. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Acorn Financial Advisory Services held 12,911 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $651K as of Q2 2026.
Acorn Financial Advisory Services sold 1,314 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $65.1K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #109 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.24M in Q4 2019.
1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.