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

Cary Street Partners’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	$7.34M	Sell	145,566 -182,565	-56%	-$9.05M	0.16%	142
2026 Q1	$15M	Buy	328,131 +777	+0.2%	+$36.5K	0.37%	66
2025 Q4	$14.5M	Sell	327,354 -27,008	-8%	-$1.18M	0.36%	67
2025 Q3	$15.2M	Buy	354,362 +17,521	+5%	+$726K	0.39%	60
2025 Q2	$13.6M	Buy	336,841 +32,194	+11%	+$1.23M	0.38%	68
2025 Q1	$11.1M	Buy	304,647 +30,495	+11%	+$1.1M	0.35%	72
2024 Q4	$9.36M	Buy	+274,152	New	+$9.82M	0.3%	86

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

Cary Street Partners's SPDW Position: Q2 2026 in Review

Cary Street Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 56% in Q2 2026, selling an estimated $9.05M and leaving 145,566 shares worth $7.34M. The position accounts for 0.16% of the portfolio, ranked #142.

Cary Street Partners first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2M in Q3 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Cary Street Partners held 145,566 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.34M as of Q2 2026.
Cary Street Partners sold 182,565 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $9.05M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.16% of Cary Street Partners's portfolio in Q2 2026, its #142 holding.
Cary Street Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $15.2M in Q3 2025.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.