Americana Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Americana Partners’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	–	Sell	-4,935	Closed	-$225K	–	634
2026 Q1	$225K	Hold	4,935	–	–	0.01%	477
2025 Q4	$219K	Hold	4,935	–	–	0.01%	446
2025 Q3	$211K	Buy	+4,935	New	+$204K	0.01%	437
2025 Q2	–	Sell	-5,935	Closed	-$216K	–	429
2025 Q1	$216K	Hold	5,935	–	–	0.01%	354
2024 Q4	$203K	Hold	5,935	–	–	0.01%	376
2024 Q3	$223K	Hold	5,935	–	–	0.02%	342
2024 Q2	$208K	Buy	+5,935	New	+$211K	0.02%	334

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

Americana Partners's SPDW Position: Q2 2026 in Review

Americana Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 4,935 shares — an estimated $225K sold.

Americana Partners first reported a position in SPDW in Q2 2024 and held it in 7 quarters. The position peaked at $225K in Q1 2026. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Americana Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
Americana Partners sold 4,935 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $225K.
Americana Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and held it in 7 quarters.
Americana Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $225K in Q1 2026.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.