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Alliance Wealth Advisors (Utah)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Alliance Wealth Advisors (Utah)’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 Sell
27,846
-12,565
-31% -$623K 0.26% 47
2026
Q1 		$1.84M Sell
40,411
-12,706
-24% -$596K 0.4% 43
2025
Q4 		$2.36M Sell
53,117
-12,960
-20% -$566K 0.51% 59
2025
Q3 		$2.83M Buy
66,077
+9,363
+17% +$388K 0.66% 46
2025
Q2 		$2.3M Buy
56,714
+1,894
+3% +$72.6K 0.55% 57
2025
Q1 		$2M Buy
54,820
+2,160
+4% +$78.1K 0.52% 67
2024
Q4 		$1.8M Buy
52,660
+6,051
+13% +$217K 0.46% 70
2024
Q3 		$1.75M Buy
46,609
+1,881
+4% +$67.9K 0.46% 67
2024
Q2 		$1.57M Buy
44,728
+415
+0.9% +$14.8K 0.46% 64
2024
Q1 		$1.59M Buy
44,313
+2,883
+7% +$99K 0.47% 61
2023
Q4 		$1.41M Buy
41,430
+243
+0.6% +$7.71K 0.47% 62
2023
Q3 		$1.28M Buy
41,187
+2,778
+7% +$89.7K 0.47% 60
2023
Q2 		$1.25M Buy
38,409
+35
+0.1% +$1.14K 0.46% 64
2023
Q1 		$1.23M Sell
38,374
-315
-0.8% -$9.94K 0.5% 60
2022
Q4 		$1.15M Buy
+38,689
New +$1.11M 0.52% 58

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

Alliance Wealth Advisors (Utah)'s SPDW Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 31% in Q2 2026, selling an estimated $623K and leaving 27,846 shares worth $1.4M. The position accounts for 0.26% of the portfolio, ranked #47.

Alliance Wealth Advisors (Utah) first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q3 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 27,846 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.4M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 12,565 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $623K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.26% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #47 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.83M in Q3 2025.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.