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Advisor Resource Council’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Advisor Resource Council’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 		$230K Buy
+4,533
New +$225K 0.06% 244
2025
Q3 		– Sell
-10,318
Closed -$418K – 160
2025
Q2 		$418K Sell
10,318
-173,007
-94% -$6.63M 0.16% 99
2025
Q1 		$6.35M Buy
183,325
+167,259
+1,041% +$6.04M 0.51% 45
2024
Q4 		$548K Sell
16,066
-22,538
-58% -$807K 0.39% 28
2024
Q3 		$1.45M Buy
+38,604
New +$1.39M 0.65% 32
2024
Q2 		– Sell
-27,457
Closed -$936K – 198
2024
Q1 		$936K Sell
27,457
-131,365
-83% -$4.51M 0.4% 58
2023
Q4 		$5.4M Buy
+158,822
New +$5.04M 0.63% 40
2023
Q2 		– Sell
-153,022
Closed -$4.95M – 253
2023
Q1 		$4.95M Buy
153,022
+137,090
+860% +$4.33M 1.24% 13
2022
Q4 		$473K Sell
15,932
-1,167
-7% -$33.5K 0.23% 80
2022
Q3 		$441K Sell
17,099
-89,821
-84% -$2.59M 0.3% 88
2022
Q2 		$3.08M Buy
106,920
+100,593
+1,590% +$3.18M 0.29% 71
2022
Q1 		$217K Sell
6,327
-110,399
-95% -$3.83M 0.07% 191
2021
Q4 		$4.26M Buy
116,726
+100,806
+633% +$3.71M 0.33% 61
2021
Q3 		$577K Sell
15,920
-115,353
-88% -$4.28M 0.18% 128
2021
Q2 		$4.83M Buy
+131,273
New +$4.87M 0.5% 39

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

Advisor Resource Council's SPDW Position: Q2 2026 in Review

Advisor Resource Council opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 4,533 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #244 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in SPDW as recently as Q2 2025.

Advisor Resource Council first reported a position in SPDW in Q2 2021 and has held it in 15 quarters since. The position peaked at $6.35M in Q1 2025. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Advisor Resource Council held 4,533 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $230K as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Advisor Resource Council position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Advisor Resource Council's portfolio in Q2 2026, its #244 holding.
  • Advisor Resource Council first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 15 quarters since.
  • Advisor Resource Council's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.35M in Q1 2025.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.