Auto-Owners Insurance’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Auto-Owners Insurance’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	$767M	Sell	15,230,666 -4,407,000	-22%	-$218M	17.33%	1
2026 Q1	$896M	Hold	19,637,666	–	–	18.77%	1
2025 Q4	$872M	Buy	19,637,666 +4,407,000	+29%	+$193M	18.31%	1
2025 Q3	$652M	Sell	15,230,666 -2,345,334	-13%	-$97.2M	16.83%	1
2025 Q2	$712M	Buy	17,576,000 +12,419,000	+241%	+$476M	15.87%	1
2025 Q1	$202M	Sell	5,157,000 -16,826,000	-77%	-$608M	5.36%	6
2024 Q4	$750M	Buy	21,983,000 +4,407,000	+25%	+$158M	17.06%	1
2024 Q3	$660M	Hold	17,576,000	–	–	16.16%	1
2024 Q2	$617M	Hold	17,576,000	–	–	16.29%	1
2024 Q1	$630M	Buy	17,576,000 +6,110,000	+53%	+$210M	16.65%	1
2023 Q4	$390M	Buy	11,466,000 +291,000	+3%	+$9.24M	11.8%	1
2023 Q3	$347M	Hold	11,175,000	–	–	11.57%	1
2023 Q2	$364M	Hold	11,175,000	–	–	11.81%	1
2023 Q1	$359M	Hold	11,175,000	–	–	12.37%	1
2022 Q4	$332M	Buy	+11,175,000	New	+$321M	12.11%	1

Other funds holding SPDW

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return