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

AssuredPartners Investment 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 		$326K Sell
6,468
-767
-11% -$38K 0.03% 329
2026
Q1 		$336K Buy
+7,235
New +$339K 0.04% 313
2025
Q4 		– Sell
-5,417
Closed -$232K – 354
2025
Q3 		$232K Sell
5,417
-30
-0.6% -$1.24K 0.05% 243
2025
Q2 		$221K Sell
5,447
-2,032
-27% -$77.9K 0.05% 223
2025
Q1 		$272K Sell
7,479
-649
-8% -$23.5K 0.05% 279
2024
Q4 		$277K Buy
+8,128
New +$291K 0.05% 283

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 22.9% 1-Year Est. Return

AssuredPartners Investment Advisors's SPDW Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q2 2026, selling an estimated $38K and leaving 6,468 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #329.

AssuredPartners Investment Advisors first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $336K in Q1 2026. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • AssuredPartners Investment Advisors held 6,468 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $326K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 767 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $38K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #329 holding.
  • AssuredPartners Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $336K in Q1 2026.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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