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Atomi Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Atomi Financial Group’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 		$2.82M Buy
56,054
+2,278
+4% +$113K 0.07% 200
2026
Q1 		$2.45M Sell
53,776
-5,009
-9% -$235K 0.08% 206
2025
Q4 		$2.61M Buy
58,785
+131
+0.2% +$5.72K 0.08% 193
2025
Q3 		$2.51M Buy
58,654
+178
+0.3% +$7.38K 0.08% 169
2025
Q2 		$2.37M Buy
58,476
+14,310
+32% +$549K 0.09% 161
2025
Q1 		$1.61M Buy
44,166
+3,352
+8% +$121K 0.07% 203
2024
Q4 		$1.39M Sell
40,814
-8,818
-18% -$316K 0.07% 205
2024
Q3 		$1.86M Sell
49,632
-1,175
-2% -$42.4K 0.12% 142
2024
Q2 		$1.78M Buy
50,807
+4,323
+9% +$154K 0.13% 128
2024
Q1 		$1.67M Buy
46,484
+3,242
+7% +$111K 0.15% 130
2023
Q4 		$1.47M Buy
43,242
+9,545
+28% +$303K 0.2% 103
2023
Q3 		$1.04M Buy
33,697
+10,335
+44% +$334K 0.35% 78
2023
Q2 		$760K Buy
23,362
+524
+2% +$17.1K 0.35% 84
2023
Q1 		$734K Buy
+22,838
New +$721K 0.41% 70

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

Atomi Financial Group's SPDW Position: Q2 2026 in Review

Atomi Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.2% in Q2 2026, buying an estimated $113K and bringing the position to 56,054 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #200.

Atomi Financial Group first reported a position in SPDW in Q1 2023 and has held it in 14 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Atomi Financial Group held 56,054 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.82M as of Q2 2026.
  • Atomi Financial Group bought 2,278 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $113K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Atomi Financial Group's portfolio in Q2 2026, its #200 holding.
  • Atomi Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 14 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 Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.