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

Aletheian Wealth Advisors’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 		$732K Sell
14,525
-381
-3% -$18.9K 0.31% 50
2026
Q1 		$680K Buy
+14,906
New +$699K 0.33% 49
2025
Q3 		$839K Hold
19,604
– – 0.39% 45
2025
Q2 		$794K Hold
19,604
– – 0.39% 48
2025
Q1 		$714K Hold
19,604
– – 0.4% 48
2024
Q4 		$669K Hold
19,604
– – 0.4% 49
2024
Q3 		$736K Sell
19,604
-9,720
-33% -$351K 0.43% 44
2024
Q2 		$1.03M Sell
29,324
-122
-0.4% -$4.34K 0.54% 43
2024
Q1 		$1.06M Sell
29,446
-245
-0.8% -$8.42K 0.57% 42
2023
Q4 		$1.01M Hold
29,691
– – 0.67% 38
2023
Q3 		$921K Buy
29,691
+4,340
+17% +$140K 0.71% 37
2023
Q2 		$825K Hold
25,351
– – 0.57% 44
2023
Q1 		$814K Sell
25,351
-2,541
-9% -$80.2K 0.72% 28
2022
Q4 		$828K Sell
27,892
-3,458
-11% -$99.2K 0.71% 35
2022
Q3 		$809K Sell
31,350
-177
-0.6% -$5.1K 0.92% 30
2022
Q2 		$909K Sell
31,527
-182
-0.6% -$5.76K 0.92% 30
2022
Q1 		$1.09M Sell
31,709
-1,397
-4% -$48.5K 1.03% 27
2021
Q4 		$1.21M Buy
+33,106
New +$1.22M 1.18% 20

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

Aletheian Wealth Advisors's SPDW Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.6% in Q2 2026, selling an estimated $18.9K and leaving 14,525 shares worth $732K. The position accounts for 0.31% of the portfolio, ranked #50.

Aletheian Wealth Advisors first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q4 2021. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Aletheian Wealth Advisors held 14,525 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $732K as of Q2 2026.
  • Aletheian Wealth Advisors sold 381 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $18.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.31% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Aletheian Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 18 quarters since.
  • Aletheian Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.21M in Q4 2021.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.