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

Beacon Pointe 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
Q2 		$45.4M Buy
900,196
+108,802
+14% +$5.39M 0.21% 108
2026
Q1 		$36.1M Buy
791,394
+133,342
+20% +$6.26M 0.19% 120
2025
Q4 		$29.2M Buy
658,052
+250,391
+61% +$10.9M 0.2% 110
2025
Q3 		$17.4M Buy
407,661
+290,093
+247% +$12M 0.15% 145
2025
Q2 		$4.76M Buy
117,568
+444
+0.4% +$17K 0.05% 322
2025
Q1 		$4.26M Sell
117,124
-23,040
-16% -$833K 0.05% 330
2024
Q4 		$4.78M Sell
140,164
-1,887
-1% -$67.6K 0.05% 295
2024
Q3 		$5.34M Sell
142,051
-537
-0.4% -$19.4K 0.06% 278
2024
Q2 		$5M Sell
142,588
-3,330
-2% -$118K 0.06% 276
2024
Q1 		$5.23M Sell
145,918
-3,172
-2% -$109K 0.06% 282
2023
Q4 		$5.07M Sell
149,090
-1,545
-1% -$49K 0.06% 284
2023
Q3 		$4.67M Buy
150,635
+16,741
+13% +$541K 0.06% 283
2023
Q2 		$4.36M Sell
133,894
-3,255
-2% -$106K 0.07% 232
2023
Q1 		$4.41M Sell
137,149
-9,179
-6% -$290K 0.08% 233
2022
Q4 		$4.34M Sell
146,328
-16,139
-10% -$463K 0.08% 214
2022
Q3 		$4.19M Buy
162,467
+10,785
+7% +$311K 0.09% 193
2022
Q2 		$4.38M Sell
151,682
-3,052
-2% -$96.6K 0.09% 199
2022
Q1 		$5.3M Buy
154,734
+33,541
+28% +$1.16M 0.07% 244
2021
Q4 		$4.42M Buy
121,193
+2,063
+2% +$75.9K 0.12% 154
2021
Q3 		$4.31M Buy
119,130
+50,165
+73% +$1.86M 0.11% 187
2021
Q2 		$2.54M Buy
68,965
+3,176
+5% +$118K 0.09% 188
2021
Q1 		$2.32M Buy
65,789
+686
+1% +$24K 0.14% 130
2020
Q4 		$2.2M Sell
65,103
-2,578
-4% -$81.2K 0.15% 125
2020
Q3 		$1.98M Sell
67,681
-1,015
-1% -$29.6K 0.19% 103
2020
Q2 		$1.9M Sell
68,696
-34,017
-33% -$890K 0.19% 104
2020
Q1 		$2.46M Buy
102,713
+89,788
+695% +$2.57M 0.39% 55
2019
Q4 		$405K Buy
+12,925
New +$394K 0.13% 142
2019
Q3 		– Sell
-10,929
Closed -$324K – 196
2019
Q2 		$324K Buy
+10,929
New +$322K 0.12% 153
2019
Q1 		– Sell
-20,922
Closed -$553K – 182
2018
Q4 		$553K Buy
+20,922
New +$590K 0.34% 86

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 Pointe Advisors's SPDW Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q2 2026, buying an estimated $5.39M and bringing the position to 900,196 shares worth $45.4M. The position accounts for 0.21% of the portfolio, ranked #108.

Beacon Pointe Advisors first reported a position in SPDW in Q4 2018 and has held it in 29 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Beacon Pointe Advisors held 900,196 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $45.4M as of Q2 2026.
  • Beacon Pointe Advisors bought 108,802 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $5.39M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Beacon Pointe Advisors's portfolio in Q2 2026, its #108 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 29 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.