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

Colonial Trust Advisors’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	$51.1K	Buy	+1,015	New	+$50.3K	﹤0.01%	364
2025 Q2	–	Sell	-13	Closed	-$473	–	729
2025 Q1	$473	Buy	+13	New	+$470	﹤0.01%	649
2024 Q2	–	Sell	-1,381	Closed	-$49.5K	–	989
2024 Q1	$49.5K	Buy	+1,381	New	+$47.4K	﹤0.01%	327

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

Colonial Trust Advisors's SPDW Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 1,015 shares worth $51.1K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in SPDW as recently as Q1 2025.

Colonial Trust Advisors first reported a position in SPDW in Q1 2024 and has held it in 3 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Colonial Trust Advisors held 1,015 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $51.1K as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new Colonial Trust Advisors position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #364 holding.
Colonial Trust Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 3 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.