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

BIP Wealth’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 		$8.6M Buy
170,740
+22,832
+15% +$1.13M 0.24% 80
2026
Q1 		$6.75M Sell
147,908
-27,962
-16% -$1.31M 0.27% 69
2025
Q4 		$7.81M Sell
175,870
-7,677
-4% -$335K 0.28% 71
2025
Q3 		$7.85M Sell
183,547
-8,017
-4% -$332K 0.39% 48
2025
Q2 		$7.76M Sell
191,564
-6,573
-3% -$252K 0.48% 35
2025
Q1 		$7.21M Sell
198,137
-12,445
-6% -$450K 0.47% 36
2024
Q4 		$7.19M Sell
210,582
-7,758
-4% -$278K 0.48% 35
2024
Q3 		$8.2M Buy
218,340
+20,676
+10% +$746K 0.56% 31
2024
Q2 		$6.93M Sell
197,664
-42,927
-18% -$1.53M 0.57% 29
2024
Q1 		$8.62M Sell
240,591
-16,890
-7% -$580K 0.63% 25
2023
Q4 		$8.76M Buy
257,481
+8,588
+3% +$273K 0.69% 23
2023
Q3 		$7.72M Sell
248,893
-48,438
-16% -$1.56M 0.71% 23
2023
Q2 		$9.68M Sell
297,331
-12,871
-4% -$420K 0.79% 21
2023
Q1 		$9.96M Buy
+310,202
New +$9.79M 1.1% 18

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

BIP Wealth's SPDW Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 15% in Q2 2026, buying an estimated $1.13M and bringing the position to 170,740 shares worth $8.6M. The position accounts for 0.24% of the portfolio, ranked #80.

BIP Wealth first reported a position in SPDW in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.96M in Q1 2023. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • BIP Wealth held 170,740 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.6M as of Q2 2026.
  • BIP Wealth bought 22,832 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.13M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.24% of BIP Wealth's portfolio in Q2 2026, its #80 holding.
  • BIP Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $9.96M in Q1 2023.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.