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

Aquire 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 		$13.1M Sell
260,566
-12,200
-4% -$605K 3.01% 5
2026
Q1 		$12.5M Sell
272,766
-15,438
-5% -$724K 3.27% 6
2025
Q4 		$12.8M Sell
288,204
-10,118
-3% -$442K 3.33% 6
2025
Q3 		$12.8M Sell
298,322
-17,478
-6% -$724K 3.14% 6
2025
Q2 		$12.8M Buy
315,800
+150,344
+91% +$5.76M 3.44% 6
2025
Q1 		$6.02M Sell
165,456
-3,563
-2% -$129K 1.85% 7
2024
Q4 		$5.77M Sell
169,019
-7,057
-4% -$253K 1.79% 8
2024
Q3 		$6.61M Sell
176,076
-3,792
-2% -$137K 2.08% 7
2024
Q2 		$6.31M Sell
179,868
-5,138
-3% -$183K 2.12% 7
2024
Q1 		$6.63M Sell
185,006
-3,297
-2% -$113K 2.32% 7
2023
Q4 		$6.4M Sell
188,303
-12,834
-6% -$407K 2.44% 7
2023
Q3 		$6.24M Sell
201,137
-12,378
-6% -$400K 2.6% 7
2023
Q2 		$6.95M Sell
213,515
-6,553
-3% -$214K 2.77% 7
2023
Q1 		$7.07M Sell
220,068
-1,807
-0.8% -$57K 3.09% 7
2022
Q4 		$6.59M Sell
221,875
-90,338
-29% -$2.59M 3.28% 7
2022
Q3 		$8.05M Sell
312,213
-24,040
-7% -$693K 4.68% 4
2022
Q2 		$9.7M Buy
336,253
+44,436
+15% +$1.41M 5.66% 3
2022
Q1 		$10M Sell
291,817
-11,988
-4% -$416K 5.33% 4
2021
Q4 		$11.1M Buy
+303,805
New +$11.2M 5.8% 3

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

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

Aquire Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.5% in Q2 2026, selling an estimated $605K and leaving 260,566 shares worth $13.1M. The position accounts for 3.01% of the portfolio, ranked #5.

Aquire Wealth Advisors first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Aquire Wealth Advisors held 260,566 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.1M as of Q2 2026.
  • Aquire Wealth Advisors sold 12,200 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $605K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 3.01% of Aquire Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Aquire Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 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 Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.