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

Advisors Management 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 		$1.4M Buy
27,764
+13
+0% +$644 0.23% 70
2026
Q1 		$1.27M Buy
27,751
+72
+0.3% +$3.38K 0.23% 79
2025
Q4 		$1.23M Sell
27,679
-351
-1% -$15.3K 0.22% 76
2025
Q3 		$1.2M Sell
28,030
-1,086
-4% -$45K 0.21% 79
2025
Q2 		$1.18M Buy
29,116
+649
+2% +$24.9K 0.22% 80
2025
Q1 		$1.04M Buy
28,467
+2,228
+8% +$80.5K 0.23% 80
2024
Q4 		$896K Buy
26,239
+854
+3% +$30.6K 0.21% 85
2024
Q3 		$953K Buy
25,385
+505
+2% +$18.2K 0.23% 78
2024
Q2 		$873K Buy
24,880
+1,626
+7% +$57.8K 0.22% 82
2024
Q1 		$833K Buy
23,254
+809
+4% +$27.8K 0.21% 84
2023
Q4 		$763K Sell
22,445
-351
-2% -$11.1K 0.21% 83
2023
Q3 		$707K Buy
22,796
+691
+3% +$22.3K 0.21% 84
2023
Q2 		$719K Sell
22,105
-2,096
-9% -$68.4K 0.21% 82
2023
Q1 		$777K Buy
24,201
+182
+0.8% +$5.75K 0.25% 75
2022
Q4 		$713K Sell
24,019
-211
-0.9% -$6.06K 0.27% 70
2022
Q3 		$625K Sell
24,230
-457
-2% -$13.2K 0.25% 74
2022
Q2 		$712K Buy
24,687
+106
+0.4% +$3.36K 0.25% 74
2022
Q1 		$843K Sell
24,581
-609
-2% -$21.1K 0.28% 67
2021
Q4 		$919K Sell
25,190
-2,552
-9% -$93.9K 0.28% 65
2021
Q3 		$1M Buy
27,742
+2,340
+9% +$86.9K 0.31% 63
2021
Q2 		$935K Buy
25,402
+3,830
+18% +$142K 0.28% 66
2021
Q1 		$763K Buy
21,572
+13,196
+158% +$463K 0.24% 67
2020
Q4 		$283K Buy
+8,376
New +$264K 0.12% 84

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

Advisors Management Group's SPDW Position: Q2 2026 in Review

Advisors Management Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.05% in Q2 2026, buying an estimated $644 and bringing the position to 27,764 shares worth $1.4M. The position accounts for 0.23% of the portfolio, ranked #70.

Advisors Management Group first reported a position in SPDW in Q4 2020 and has held it in 23 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Advisors Management Group held 27,764 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.4M as of Q2 2026.
  • Advisors Management Group bought 13 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $644.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.23% of Advisors Management Group's portfolio in Q2 2026, its #70 holding.
  • Advisors Management Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.