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

Arkadios 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	$2.59M	Buy	51,458 +1,028	+2%	+$51K	0.04%	444
2026 Q1	$2.3M	Buy	50,430 +33,477	+197%	+$1.57M	0.04%	454
2025 Q4	$753K	Buy	+16,953	New	+$741K	0.01%	830
2022 Q3	–	Sell	-7,266	Closed	-$210K	–	569
2022 Q2	$210K	Hold	7,266	–	–	0.03%	496
2022 Q1	$249K	Buy	7,266 +1,249	+21%	+$43.3K	0.03%	473
2021 Q4	$219K	Buy	6,017 +4,756	+377%	+$175K	0.03%	527
2021 Q3	$45K	Buy	1,261 +169	+15%	+$6.28K	0.01%	912
2021 Q2	$40K	Buy	1,092 +553	+103%	+$20.5K	﹤0.01%	1004
2021 Q1	$19K	Buy	539 +84	+18%	+$2.94K	﹤0.01%	988
2020 Q4	$15K	Buy	455 +438	+2,576%	+$13.8K	﹤0.01%	848
2020 Q3	$506	Hold	17	–	–	﹤0.01%	982
2020 Q2	$483	Buy	+17	New	+$445	﹤0.01%	911

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

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

Arkadios Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2% in Q2 2026, buying an estimated $51K and bringing the position to 51,458 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #444.

Arkadios Wealth Advisors first reported a position in SPDW in Q2 2020 and has held it in 12 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Arkadios Wealth Advisors held 51,458 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.59M as of Q2 2026.
Arkadios Wealth Advisors bought 1,028 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $51K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #444 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and has held it in 12 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.