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Colonial River Investments’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Colonial River Investments’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 		$288K Sell
5,710
-715
-11% -$35.4K 0.08% 205
2026
Q1 		$293K Sell
6,425
-1,202
-16% -$56.4K 0.11% 182
2025
Q4 		$339K Sell
7,627
-2,121
-22% -$92.7K 0.12% 171
2025
Q3 		$417K Sell
9,748
-292
-3% -$12.1K 0.15% 144
2025
Q2 		$409K Sell
10,040
-2,783
-22% -$107K 0.18% 129
2025
Q1 		$467K Sell
12,823
-25,939
-67% -$937K 0.26% 90
2024
Q4 		$1.32M Buy
38,762
+3,192
+9% +$114K 0.64% 48
2024
Q3 		$1.34M Buy
35,570
+415
+1% +$15K 0.66% 44
2024
Q2 		$1.23M Buy
35,155
+834
+2% +$29.7K 0.66% 46
2024
Q1 		$1.23M Sell
34,321
-6,023
-15% -$207K 0.69% 41
2023
Q4 		$1.37M Buy
40,344
+9,340
+30% +$296K 0.82% 34
2023
Q3 		$961K Sell
31,004
-848
-3% -$27.4K 0.63% 53
2023
Q2 		$1.04M Sell
31,852
-16,214
-34% -$529K 0.68% 36
2023
Q1 		$1.54M Sell
48,066
-15,886
-25% -$501K 0.91% 29
2022
Q4 		$1.9M Sell
63,952
-11,921
-16% -$342K 1.21% 19
2022
Q3 		$1.96M Sell
75,873
-11,013
-13% -$318K 1.36% 16
2022
Q2 		$2.51M Buy
86,886
+16,345
+23% +$517K 1.64% 10
2022
Q1 		$2.42M Buy
70,541
+12,478
+21% +$433K 1.4% 17
2021
Q4 		$2.12M Buy
+58,063
New +$2.14M 1.14% 19
2021
Q3 		– Sell
-33,652
Closed -$1.24M – 161
2021
Q2 		$1.24M Buy
33,652
+6,608
+24% +$245K 0.88% 34
2021
Q1 		$956K Buy
27,044
+3,094
+13% +$108K 0.77% 41
2020
Q4 		$845 Buy
+23,950
New +$755K 0.38% 46

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

Colonial River Investments's SPDW Position: Q2 2026 in Review

Colonial River Investments reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q2 2026, selling an estimated $35.4K and leaving 5,710 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #205.

Colonial River Investments first reported a position in SPDW in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.51M in Q2 2022. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Colonial River Investments held 5,710 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $288K as of Q2 2026.
  • Colonial River Investments sold 715 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $35.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Colonial River Investments's portfolio in Q2 2026, its #205 holding.
  • Colonial River Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 22 quarters since.
  • Colonial River Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.51M in Q2 2022.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.