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

Burney Company’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 		$606K Buy
12,033
+1,711
+17% +$84.8K 0.02% 429
2026
Q1 		$471K Sell
10,322
-162
-2% -$7.6K 0.01% 442
2025
Q4 		$466K Hold
10,484
– – 0.01% 445
2025
Q3 		$449K Hold
10,484
– – 0.01% 434
2025
Q2 		$424K Buy
10,484
+537
+5% +$20.6K 0.01% 442
2025
Q1 		$362K Hold
9,947
– – 0.01% 463
2024
Q4 		$339K Hold
9,947
– – 0.01% 485
2024
Q3 		$374K Hold
9,947
– – 0.01% 479
2024
Q2 		$349K Buy
9,947
+434
+5% +$15.4K 0.01% 490
2024
Q1 		$341K Sell
9,513
-784
-8% -$26.9K 0.01% 507
2023
Q4 		$350K Buy
10,297
+346
+3% +$11K 0.01% 473
2023
Q3 		$309K Hold
9,951
– – 0.01% 476
2023
Q2 		$324K Hold
9,951
– – 0.01% 478
2023
Q1 		$320K Buy
9,951
+138
+1% +$4.36K 0.02% 476
2022
Q4 		$291K Buy
9,813
+437
+5% +$12.5K 0.01% 483
2022
Q3 		$242K Hold
9,376
– – 0.01% 506
2022
Q2 		$270K Buy
9,376
+2,376
+34% +$75.2K 0.01% 482
2022
Q1 		$240K Buy
7,000
+71
+1% +$2.46K 0.01% 533
2021
Q4 		$253K Buy
6,929
+740
+12% +$27.2K 0.01% 531
2021
Q3 		$224K Sell
6,189
-4,600
-43% -$171K 0.01% 541
2021
Q2 		$397K Buy
+10,789
New +$400K 0.02% 453

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

Burney Company's SPDW Position: Q2 2026 in Review

Burney Company increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q2 2026, buying an estimated $84.8K and bringing the position to 12,033 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #429.

Burney Company first reported a position in SPDW in Q2 2021 and has held it in 21 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Burney Company held 12,033 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $606K as of Q2 2026.
  • Burney Company bought 1,711 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $84.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Burney Company's portfolio in Q2 2026, its #429 holding.
  • Burney Company first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 21 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 Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.