American Institute for Advanced Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

American Institute for Advanced Investment Management’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	$1.3M	Buy	25,877 +2,133	+9%	+$106K	0.75%	36
2026 Q1	$1.08M	Buy	23,744 +13,035	+122%	+$612K	0.7%	42
2025 Q4	$476K	Sell	10,709 -769	-7%	-$33.6K	0.31%	85
2025 Q3	$491K	Sell	11,478 -1,040	-8%	-$43.1K	0.32%	81
2025 Q2	$507K	Buy	12,518 +3,921	+46%	+$150K	0.36%	75
2025 Q1	$313K	Buy	8,597 +472	+6%	+$17.1K	0.24%	103
2024 Q4	$277K	Buy	8,125 +1,395	+21%	+$49.9K	0.21%	110
2024 Q3	$253K	Hold	6,730	–	–	0.18%	123
2024 Q2	$236K	Hold	6,730	–	–	0.18%	121
2024 Q1	$241K	Buy	6,730 +315	+5%	+$10.8K	0.19%	117
2023 Q4	$218K	Buy	+6,415	New	+$204K	0.19%	115
2022 Q3	–	Sell	-7,750	Closed	-$224K	–	110
2022 Q2	$224K	Buy	+7,750	New	+$245K	0.2%	103

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Institute for Advanced Investment Management's SPDW Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9% in Q2 2026, buying an estimated $106K and bringing the position to 25,877 shares worth $1.3M. The position accounts for 0.75% of the portfolio, ranked #36.

American Institute for Advanced Investment Management first reported a position in SPDW in Q2 2022 and has held it in 12 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

American Institute for Advanced Investment Management held 25,877 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.3M as of Q2 2026.
American Institute for Advanced Investment Management bought 2,133 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $106K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.75% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #36 holding.
American Institute for Advanced Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 12 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 American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.