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

Brown Financial 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	$5.35M	Sell	106,227 -4,966	-4%	-$246K	1.87%	9
2026 Q1	$5.08M	Sell	111,193 -2,709	-2%	-$127K	1.92%	9
2025 Q4	$5.06M	Sell	113,902 -764	-0.7%	-$33.4K	1.85%	10
2025 Q3	$4.91M	Sell	114,666 -3,162	-3%	-$131K	1.81%	11
2025 Q2	$4.77M	Sell	117,828 -3,950	-3%	-$151K	1.86%	9
2025 Q1	$4.43M	Sell	121,778 -102,247	-46%	-$3.69M	1.83%	11
2024 Q4	$7.65M	Buy	224,025 +9,111	+4%	+$326K	3.07%	5
2024 Q3	$8.07M	Buy	214,914 +11,964	+6%	+$432K	3.32%	3
2024 Q2	$7.12M	Buy	+202,950	New	+$7.22M	3.18%	2

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brown Financial Advisors's SPDW Position: Q2 2026 in Review

Brown Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.5% in Q2 2026, selling an estimated $246K and leaving 106,227 shares worth $5.35M. The position accounts for 1.87% of the portfolio, ranked #9.

Brown Financial Advisors first reported a position in SPDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.07M in Q3 2024. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Brown Financial Advisors held 106,227 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.35M as of Q2 2026.
Brown Financial Advisors sold 4,966 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $246K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.87% of Brown Financial Advisors's portfolio in Q2 2026, its #9 holding.
Brown Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.07M in Q3 2024.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.