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

Capital Advisors 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 		$680K Sell
13,485
-24
-0.2% -$1.19K 0.01% 199
2026
Q1 		$617K Buy
13,509
+122
+0.9% +$5.72K 0.01% 202
2025
Q4 		$595K Buy
13,387
+6,608
+97% +$289K 0.01% 206
2025
Q3 		$290K Buy
+6,779
New +$281K ﹤0.01% 262

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

Capital Advisors Inc's SPDW Position: Q2 2026 in Review

Capital Advisors Inc reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.18% in Q2 2026, selling an estimated $1.19K and leaving 13,485 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #199.

Capital Advisors Inc first reported a position in SPDW in Q3 2025 and has held it in 4 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Capital Advisors Inc held 13,485 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $680K as of Q2 2026.
  • Capital Advisors Inc sold 24 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.19K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #199 holding.
  • Capital Advisors Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 4 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 Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.