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

Aptus 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 		$44M Buy
873,909
+61,304
+8% +$3.04M 0.3% 71
2026
Q1 		$37.1M Buy
812,605
+23,959
+3% +$1.12M 0.29% 65
2025
Q4 		$35M Buy
788,646
+143,219
+22% +$6.26M 0.25% 74
2025
Q3 		$27.6M Sell
645,427
-87,243
-12% -$3.62M 0.2% 103
2025
Q2 		$29.7M Buy
732,670
+53,403
+8% +$2.05M 0.24% 82
2025
Q1 		$24.7M Buy
679,267
+71,656
+12% +$2.59M 0.25% 85
2024
Q4 		$20.7M Buy
607,611
+38,168
+7% +$1.37M 0.22% 101
2024
Q3 		$21.4M Buy
569,443
+45,254
+9% +$1.63M 0.32% 74
2024
Q2 		$18.4M Buy
524,189
+20,279
+4% +$721K 0.32% 70
2024
Q1 		$18.1M Sell
503,910
-114,562
-19% -$3.94M 0.34% 67
2023
Q4 		$21M Buy
618,472
+68,237
+12% +$2.17M 0.58% 38
2023
Q3 		$17.1M Buy
550,235
+502,924
+1,063% +$16.2M 0.46% 49
2023
Q2 		$1.54M Sell
47,311
-159
-0.3% -$5.19K 0.04% 241
2023
Q1 		$1.52M Sell
47,470
-194,991
-80% -$6.15M 0.04% 233
2022
Q4 		$7.2M Sell
242,461
-3,641,548
-94% -$105M 0.22% 82
2022
Q3 		$100M Buy
3,884,009
+206,791
+6% +$5.96M 2.41% 11
2022
Q2 		$106M Sell
3,677,218
-14,266
-0.4% -$452K 2.76% 10
2022
Q1 		$127M Buy
3,691,484
+578,724
+19% +$20.1M 3.15% 10
2021
Q4 		$114M Buy
3,112,760
+869,741
+39% +$32M 3.41% 9
2021
Q3 		$81.2M Buy
2,243,019
+1,293,538
+136% +$48M 2.09% 16
2021
Q2 		$34.9M Buy
949,481
+104,964
+12% +$3.89M 1.02% 28
2021
Q1 		$29.9M Buy
844,517
+431,165
+104% +$15.1M 1.07% 27
2020
Q4 		$13.9M Buy
413,352
+16,518
+4% +$521K 0.64% 34
2020
Q3 		$11.6M Sell
396,834
-1,171
-0.3% -$34.2K 0.62% 39
2020
Q2 		$11M Buy
398,005
+23,247
+6% +$608K 0.69% 33
2020
Q1 		$8.97M Buy
374,758
+25,012
+7% +$716K 0.78% 21
2019
Q4 		$11M Sell
349,746
-189,970
-35% -$5.78M 0.78% 36
2019
Q3 		$15.8M Sell
539,716
-20,910
-4% -$606K 0.89% 23
2019
Q2 		$16.6M Buy
560,626
+159,380
+40% +$4.69M 2.33% 5
2019
Q1 		$11.7M Buy
401,246
+184,661
+85% +$5.26M 2% 12
2018
Q4 		$5.73M Buy
+216,585
New +$6.1M 1.51% 16

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

Aptus Capital Advisors's SPDW Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.5% in Q2 2026, buying an estimated $3.04M and bringing the position to 873,909 shares worth $44M. The position accounts for 0.3% of the portfolio, ranked #71.

Aptus Capital Advisors first reported a position in SPDW in Q4 2018 and has held it in 31 quarters since. The position peaked at $127M in Q1 2022. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Aptus Capital Advisors held 873,909 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $44M as of Q2 2026.
  • Aptus Capital Advisors bought 61,304 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $3.04M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.3% of Aptus Capital Advisors's portfolio in Q2 2026, its #71 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 31 quarters since.
  • Aptus Capital Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $127M in Q1 2022.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.