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Benjamin Edwards Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Benjamin Edwards Inc’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 		$169M Sell
3,357,208
-517,850
-13% -$25.7M 1.54% 4
2026
Q1 		$177M Sell
3,875,058
-149,041
-4% -$6.99M 1.76% 2
2025
Q4 		$179M Buy
4,024,099
+329,971
+9% +$14.4M 1.98% 3
2025
Q3 		$158M Buy
3,694,128
+631,129
+21% +$26.2M 1.79% 3
2025
Q2 		$124M Buy
+3,062,999
New +$117M 1.58% 4
2025
Q1 		– Sell
-1,595,808
Closed -$54.5M – 1159
2024
Q4 		$54.5M Sell
1,595,808
-152,356
-9% -$5.46M 0.78% 21
2024
Q3 		$65.7M Buy
1,748,164
+1,652,751
+1,732% +$59.7M 0.96% 13
2024
Q2 		$3.35M Buy
95,413
+86,378
+956% +$3.07M 0.64% 34
2024
Q1 		$324K Buy
9,035
+392
+5% +$13.5K 0.06% 276
2023
Q4 		$294K Sell
8,643
-155,940
-95% -$4.95M 0.06% 260
2023
Q3 		$5.1M Sell
164,583
-23,678
-13% -$765K 1.21% 8
2023
Q2 		$6.13M Sell
188,261
-3,558
-2% -$116K 1.42% 6
2023
Q1 		$6.16M Buy
+191,819
New +$6.05M 1.5% 6
2022
Q3 		– Sell
-121,438
Closed -$3.5M – 739
2022
Q2 		$3.5M Buy
121,438
+21,377
+21% +$677K 1.03% 19
2022
Q1 		$3.43M Sell
100,061
-12,432
-11% -$431K 1% 19
2021
Q4 		$4.1M Buy
112,493
+16,626
+17% +$612K 1.33% 9
2021
Q3 		$3.47M Buy
95,867
+19,954
+26% +$741K 2.11% 2
2021
Q2 		$2.79M Buy
75,913
+2,882
+4% +$107K 1.92% 3
2021
Q1 		$2.58M Buy
73,031
+32,545
+80% +$1.14M 1.96% 2
2020
Q4 		$1.37M Buy
+40,486
New +$1.28M 1.06% 18
2019
Q2 		– Sell
-643
Closed -$19K – 321
2019
Q1 		$19K Buy
+643
New +$18.3K 0.09% 163

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

Benjamin Edwards Inc's SPDW Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 13% in Q2 2026, selling an estimated $25.7M and leaving 3,357,208 shares worth $169M. The position accounts for 1.54% of the portfolio, ranked #4.

Benjamin Edwards Inc first reported a position in SPDW in Q1 2019 and has held it in 21 quarters since. The position peaked at $179M in Q4 2025. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Benjamin Edwards Inc held 3,357,208 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $169M as of Q2 2026.
  • Benjamin Edwards Inc sold 517,850 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $25.7M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.54% of Benjamin Edwards Inc's portfolio in Q2 2026, its #4 holding.
  • Benjamin Edwards Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and has held it in 21 quarters since.
  • Benjamin Edwards Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $179M in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.