Cerity Partners
SPDW icon

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

Cerity 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 		$99.2M Sell
1,967,939
-122,514
-6% -$6.07M 0.12% 156
2026
Q1 		$95.4M Buy
2,090,453
+856,350
+69% +$40.2M 0.13% 144
2025
Q4 		$54.8M Buy
1,234,103
+658,516
+114% +$28.8M 0.08% 217
2025
Q3 		$24.6M Sell
575,587
-107,107
-16% -$4.44M 0.04% 342
2025
Q2 		$28.4M Buy
682,694
+82,537
+14% +$3.16M 0.05% 295
2025
Q1 		$21.9M Sell
600,157
-70,083
-10% -$2.53M 0.04% 320
2024
Q4 		$22.9M Buy
670,240
+3,215
+0.5% +$115K 0.05% 292
2024
Q3 		$25.1M Sell
667,025
-9,354
-1% -$338K 0.06% 271
2024
Q2 		$23.7M Buy
676,379
+28,725
+4% +$1.02M 0.06% 250
2024
Q1 		$23.2M Buy
647,654
+3,819
+0.6% +$131K 0.06% 266
2023
Q4 		$21.9M Buy
643,835
+141,379
+28% +$4.49M 0.07% 232
2023
Q3 		$15.6M Sell
502,456
-58,312
-10% -$1.88M 0.08% 224
2023
Q2 		$18.2M Buy
560,768
+502,151
+857% +$16.4M 0.07% 241
2023
Q1 		$1.88M Sell
58,617
-5,570
-9% -$176K ﹤0.01% 741
2022
Q4 		$1.91M Buy
64,187
+55,157
+611% +$1.58M 0.01% 530
2022
Q3 		$233K Buy
+9,030
New +$260K ﹤0.01% 997

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
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cerity Partners's SPDW Position: Q2 2026 in Review

Cerity Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.9% in Q2 2026, selling an estimated $6.07M and leaving 1,967,939 shares worth $99.2M. The position accounts for 0.12% of the portfolio, ranked #156.

Cerity Partners first reported a position in SPDW in Q3 2022 and has held it in 16 quarters since. 1,152 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Cerity Partners held 1,967,939 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $99.2M as of Q2 2026.
  • Cerity Partners sold 122,514 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $6.07M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Cerity Partners's portfolio in Q2 2026, its #156 holding.
  • Cerity Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.