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

Chicago Partners Investment Group’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 		$818K Buy
16,540
+3,501
+27% +$174K 0.02% 744
2026
Q1 		$634K Buy
13,039
+285
+2% +$13.4K 0.01% 752
2025
Q4 		$596K Buy
12,754
+1,721
+16% +$75.2K 0.01% 674
2025
Q3 		$486K Buy
11,033
+670
+6% +$27.8K 0.01% 716
2025
Q2 		$431K Sell
10,363
-836
-7% -$32K 0.01% 663
2025
Q1 		$429K Buy
11,199
+2,666
+31% +$96.3K 0.01% 569
2024
Q4 		$294K Buy
8,533
+148
+2% +$5.3K 0.01% 666
2024
Q3 		$302K Buy
8,385
+16
+0.2% +$578 0.01% 622
2024
Q2 		$298K Buy
+8,369
New +$298K 0.01% 595
2022
Q3 		– Sell
-12,037
Closed -$366K – 624
2022
Q2 		$366K Sell
12,037
-542
-4% -$17.2K 0.03% 401
2022
Q1 		$389K Buy
12,579
+1,105
+10% +$38.3K 0.03% 368
2021
Q4 		$399K Buy
11,474
+649
+6% +$23.9K 0.03% 377
2021
Q3 		$406K Sell
10,825
-152
-1% -$5.64K 0.03% 373
2021
Q2 		$404K Buy
10,977
+5,019
+84% +$186K 0.03% 361
2021
Q1 		$220K Buy
+5,958
New +$209K 0.02% 466

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

Chicago Partners Investment Group's SPDW Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 27% in Q2 2026, buying an estimated $174K and bringing the position to 16,540 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #744.

Chicago Partners Investment Group first reported a position in SPDW in Q1 2021 and has held it in 15 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Chicago Partners Investment Group held 16,540 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $818K as of Q2 2026.
  • Chicago Partners Investment Group bought 3,501 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $174K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #744 holding.
  • Chicago Partners Investment Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 15 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 Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.