Certified Advisory Corp’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Certified Advisory Corp’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	$14.4M	Sell	285,325 -12,931	-4%	-$641K	1.16%	23
2026 Q1	$13.6M	Buy	298,256 +13,615	+5%	+$639K	1.22%	23
2025 Q4	$12.6M	Sell	284,641 -47,398	-14%	-$2.07M	1.15%	25
2025 Q3	$14.2M	Buy	332,039 +516	+0.2%	+$21.4K	1.35%	19
2025 Q2	$13.4M	Sell	331,523 -10,645	-3%	-$408K	1.4%	16
2025 Q1	$12.5M	Sell	342,168 -25,969	-7%	-$938K	1.41%	14
2024 Q4	$12.6M	Buy	368,137 +3,015	+0.8%	+$108K	1.36%	15
2024 Q3	$13.7M	Buy	365,122 +218,972	+150%	+$7.9M	1.52%	14
2024 Q2	$5.13M	Buy	146,150 +1,583	+1%	+$56.3K	0.64%	51
2024 Q1	$5.18M	Buy	144,567 +5,027	+4%	+$173K	0.72%	42
2023 Q4	$4.75M	Buy	+139,540	New	+$4.43M	0.72%	41
2023 Q2	–	Sell	-123,519	Closed	-$3.97M	–	283
2023 Q1	$3.97M	Sell	123,519 -4,075	-3%	-$129K	0.71%	37
2022 Q4	$3.79M	Sell	127,594 -3,356	-3%	-$96.3K	0.75%	35
2022 Q3	$3.38M	Buy	130,950 +7,189	+6%	+$207K	0.77%	32
2022 Q2	$3.57M	Buy	123,761 +7,442	+6%	+$236K	0.8%	34
2022 Q1	$3.99M	Buy	116,319 +20,540	+21%	+$713K	0.85%	31
2021 Q4	$3.49M	Buy	95,779 +2,230	+2%	+$82K	0.77%	36
2021 Q3	$3.39M	Buy	93,549 +6,255	+7%	+$232K	0.82%	35
2021 Q2	$3.21M	Buy	87,294 +2,713	+3%	+$101K	0.81%	33
2021 Q1	$2.99M	Buy	+84,581	New	+$2.96M	0.78%	31
2020 Q2	$1.49M	Buy	53,912 +20,074	+59%	+$525K	0.49%	53
2020 Q1	$810K	Buy	33,838 +11,577	+52%	+$331K	0.32%	79
2019 Q4	$698K	Buy	22,261 +6,215	+39%	+$189K	0.22%	101
2019 Q3	$471K	Buy	16,046 +8,262	+106%	+$240K	0.16%	111
2019 Q2	$230K	Buy	7,784 +7,484	+2,495%	+$220K	0.09%	164
2019 Q1	$9K	Hold	300	–	–	﹤0.01%	566
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	572
2018 Q3	$9K	Hold	300	–	–	﹤0.01%	586
2018 Q2	$9K	Hold	300	–	–	0.01%	559
2018 Q1	$9K	Buy	+300	New	+$9.63K	0.01%	529

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Certified Advisory Corp's SPDW Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.3% in Q2 2026, selling an estimated $641K and leaving 285,325 shares worth $14.4M. The position accounts for 1.16% of the portfolio, ranked #23.

Certified Advisory Corp first reported a position in SPDW in Q1 2018 and has held it in 30 quarters since. 464 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Certified Advisory Corp held 285,325 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $14.4M as of Q2 2026.
Certified Advisory Corp sold 12,931 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $641K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.16% of Certified Advisory Corp's portfolio in Q2 2026, its #23 holding.
Certified Advisory Corp first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 30 quarters since.
464 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.