City National Bank of Florida’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

City National Bank of Florida’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	$3.19M	Sell	63,312 -2,301	-4%	-$114K	1.34%	15
2026 Q1	$3M	Sell	65,613 -5,265	-7%	-$247K	1.79%	13
2025 Q4	$3.15M	Sell	70,878 -713	-1%	-$31.2K	2.06%	10
2025 Q3	$3.06M	Sell	71,591 -26,004	-27%	-$1.08M	2.02%	10
2025 Q2	$3.95M	Buy	97,595 +1,865	+2%	+$71.5K	2.88%	5
2025 Q1	$3.49M	Buy	95,730 +30,520	+47%	+$1.1M	3.14%	4
2024 Q4	$2.23M	Buy	+65,210	New	+$2.33M	2.03%	5

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

City National Bank of Florida's SPDW Position: Q2 2026 in Review

City National Bank of Florida reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.5% in Q2 2026, selling an estimated $114K and leaving 63,312 shares worth $3.19M. The position accounts for 1.34% of the portfolio, ranked #15.

City National Bank of Florida first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.95M in Q2 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

City National Bank of Florida held 63,312 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.19M as of Q2 2026.
City National Bank of Florida sold 2,301 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $114K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.34% of City National Bank of Florida's portfolio in Q2 2026, its #15 holding.
City National Bank of Florida 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.
City National Bank of Florida's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.95M in Q2 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 City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.