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

Alta 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 		$476K Buy
9,450
+102
+1% +$5.06K 0.13% 114
2026
Q1 		$427K Buy
9,348
+112
+1% +$5.25K 0.14% 123
2025
Q4 		$410K Buy
9,236
+654
+8% +$28.6K 0.14% 114
2025
Q3 		$367K Buy
8,582
+83
+1% +$3.44K 0.13% 109
2025
Q2 		$344K Sell
8,499
-928
-10% -$35.6K 0.16% 84
2025
Q1 		$343K Sell
9,427
-105
-1% -$3.79K 0.16% 104
2024
Q4 		$325K Sell
9,532
-169
-2% -$6.05K 0.14% 112
2024
Q3 		$364K Sell
9,701
-608
-6% -$21.9K 0.17% 103
2024
Q2 		$362K Sell
10,309
-58
-0.6% -$2.06K 0.18% 97
2024
Q1 		$372K Buy
10,367
+120
+1% +$4.12K 0.19% 96
2023
Q4 		$349K Buy
10,247
+2,515
+33% +$79.8K 0.19% 97
2023
Q3 		$240K Buy
7,732
+72
+0.9% +$2.33K 0.15% 120
2023
Q2 		$249K Buy
7,660
+566
+8% +$18.5K 0.15% 123
2023
Q1 		$228K Buy
+7,094
New +$224K 0.14% 132
2022
Q2 		– Sell
-6,004
Closed -$206K – 147
2022
Q1 		$206K Buy
6,004
+504
+9% +$17.5K 0.12% 140
2021
Q4 		$201K Buy
+5,500
New +$202K 0.12% 141

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

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

Alta Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.1% in Q2 2026, buying an estimated $5.06K and bringing the position to 9,450 shares worth $476K. The position accounts for 0.13% of the portfolio, ranked #114.

Alta Wealth Advisors first reported a position in SPDW in Q4 2021 and has held it in 16 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Alta Wealth Advisors held 9,450 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $476K as of Q2 2026.
  • Alta Wealth Advisors bought 102 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $5.06K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.13% of Alta Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Alta Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 16 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 Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.