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

Beacon Financial Advisory’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 		$215K Buy
+4,263
New +$211K 0.04% 399
2025
Q1 		– Sell
-6,223
Closed -$212K – 336
2024
Q4 		$212K Sell
6,223
-651
-9% -$23.3K 0.07% 281
2024
Q3 		$258K Sell
6,874
-1,277
-16% -$46.1K 0.09% 244
2024
Q2 		$286K Buy
+8,151
New +$290K 0.11% 217
2022
Q3 		– Sell
-8,629
Closed -$249K – 216
2022
Q2 		$249K Sell
8,629
-365
-4% -$11.6K 0.14% 184
2022
Q1 		$308K Sell
8,994
-344
-4% -$11.9K 0.15% 171
2021
Q4 		$341K Buy
9,338
+2
+0% +$74 0.16% 162
2021
Q3 		$338K Sell
9,336
-14
-0.1% -$520 0.18% 156
2021
Q2 		$344K Sell
9,350
-913
-9% -$33.9K 0.18% 149
2021
Q1 		$363K Sell
10,263
-8,402
-45% -$295K 0.21% 140
2020
Q4 		$629K Sell
18,665
-699
-4% -$22K 0.41% 77
2020
Q3 		$566K Sell
19,364
-1,373
-7% -$40.1K 0.49% 62
2020
Q2 		$572K Sell
20,737
-1,859
-8% -$48.6K 0.62% 47
2020
Q1 		$540K Sell
22,596
-2,510
-10% -$71.8K 0.69% 44
2019
Q4 		$787K Buy
+25,106
New +$765K 0.67% 42

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

Beacon Financial Advisory's SPDW Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 4,263 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #399 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in SPDW as recently as Q4 2024.

Beacon Financial Advisory first reported a position in SPDW in Q4 2019 and has held it in 15 quarters since. The position peaked at $787K in Q4 2019. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Beacon Financial Advisory held 4,263 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $215K as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Beacon Financial Advisory position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #399 holding.
  • Beacon Financial Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 15 quarters since.
  • Beacon Financial Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $787K in Q4 2019.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.