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

Capital Investment Management’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 		$16.8M Buy
333,881
+2,951
+0.9% +$146K 5.15% 5
2026
Q1 		$15.1M Sell
330,930
-35,616
-10% -$1.67M 5.19% 5
2025
Q4 		$16.3M Buy
+366,546
New +$16M 5.69% 4

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Capital Investment Management's SPDW Position: Q2 2026 in Review

Capital Investment Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.89% in Q2 2026, buying an estimated $146K and bringing the position to 333,881 shares worth $16.8M. The position accounts for 5.15% of the portfolio, ranked #5.

Capital Investment Management first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Capital Investment Management held 333,881 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $16.8M as of Q2 2026.
  • Capital Investment Management bought 2,951 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $146K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 5.15% of Capital Investment Management's portfolio in Q2 2026, its #5 holding.
  • Capital Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.