Badgley Phelps Wealth Managers’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Badgley Phelps Wealth Managers’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	$207K	Buy	+4,108	New	+$204K	﹤0.01%	327
2021 Q4	–	Sell	-6,025	Closed	-$218K	–	227
2021 Q3	$218K	Buy	+6,025	New	+$224K	0.01%	198

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

Badgley Phelps Wealth Managers's SPDW Position: Q2 2026 in Review

Badgley Phelps Wealth Managers opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 4,108 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Badgley Phelps Wealth Managers previously reported a position in SPDW as recently as Q3 2021.

Badgley Phelps Wealth Managers first reported a position in SPDW in Q3 2021 and has held it in 2 quarters since. The position peaked at $218K in Q3 2021. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Badgley Phelps Wealth Managers held 4,108 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $207K as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new Badgley Phelps Wealth Managers position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #327 holding.
Badgley Phelps Wealth Managers first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2021 and has held it in 2 quarters since.
Badgley Phelps Wealth Managers's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $218K in Q3 2021.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.