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Annis Gardner Whiting Capital Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-1,367
Closed -$62.4K – 1112
2026
Q1 		$62.4K Hold
1,367
– – 0.01% 539
2025
Q4 		$60.7K Hold
1,367
– – 0.01% 494
2025
Q3 		$58.5K Sell
1,367
-455
-25% -$18.9K 0.01% 475
2025
Q2 		$73.8K Sell
1,822
-375
-17% -$14.4K 0.03% 355
2025
Q1 		$80K Hold
2,197
– – 0.03% 297
2024
Q4 		$75K Hold
2,197
– – 0.02% 303
2024
Q3 		$82.5K Hold
2,197
– – 0.02% 315
2024
Q2 		$77.1K Buy
2,197
+517
+31% +$18.4K 0.02% 343
2024
Q1 		$60.2K Buy
+1,680
New +$57.7K 0.02% 361

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

Annis Gardner Whiting Capital Advisors's SPDW Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 1,367 shares — an estimated $62.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SPDW in Q1 2024 and held it in 9 quarters. The position peaked at $82.5K in Q3 2024. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,367 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $62.4K.
  • Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and held it in 9 quarters.
  • Annis Gardner Whiting Capital Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $82.5K in Q3 2024.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.