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

Battery Global 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 Q1	$6.96M	Hold	152,557	–	–	3.74%	8
2025 Q4	$6.78M	Hold	152,557	–	–	3.14%	8
2025 Q3	$6.53M	Hold	152,557	–	–	3.07%	8
2025 Q2	$6.18M	Buy	152,557 +922	+0.6%	+$35.3K	3.05%	8
2025 Q1	$5.52M	Hold	151,635	–	–	3.08%	8
2024 Q4	$5.18M	Buy	151,635 +745	+0.5%	+$26.7K	2.77%	7
2024 Q3	$5.67M	Hold	150,890	–	–	3.08%	8
2024 Q2	$5.29M	Buy	150,890 +940	+0.6%	+$33.4K	3.5%	8
2024 Q1	$5.37M	Hold	149,950	–	–	4.36%	7
2023 Q4	$5.1M	Buy	+149,950	New	+$4.76M	3.91%	8

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Battery Global Advisors's SPDW Position: Q1 2026 in Review

Battery Global Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 152,557 shares worth $6.96M. The position accounts for 3.74% of the portfolio, ranked #8.

Battery Global Advisors first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Battery Global Advisors held 152,557 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.96M as of Q1 2026.
Battery Global Advisors left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 3.74% of Battery Global Advisors's portfolio in Q1 2026, its #8 holding.
Battery Global Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.