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

Coppell Advisory Solutions’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	$575K	Buy	+20,719	New	+$1.03M	0.05%	265
2026 Q1	–	Sell	-11,034	Closed	-$492K	–	299
2025 Q4	$492K	Sell	11,034 -28,810	-72%	-$1.26M	0.05%	251
2025 Q3	$1.7M	Sell	39,844 -11,936	-23%	-$495K	0.18%	123
2025 Q2	$2.09M	Buy	51,780 +45,211	+688%	+$1.73M	0.25%	77
2025 Q1	$249K	Sell	6,569 -5,166	-44%	-$187K	0.03%	287
2024 Q4	$401K	Buy	11,735 +1,590	+16%	+$56.9K	0.06%	188
2024 Q3	$383K	Sell	10,145 -3,155	-24%	-$114K	0.06%	195
2024 Q2	$467K	Buy	+13,300	New	+$473K	0.08%	159
2023 Q4	$856K	Buy	+25,156	New	+$799K	0.17%	121

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

Coppell Advisory Solutions's SPDW Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 20,719 shares worth $575K. The stake represents 0.05% of the portfolio and ranks #265 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPDW as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SPDW in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.09M in Q2 2025. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Coppell Advisory Solutions held 20,719 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $575K as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new Coppell Advisory Solutions position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #265 holding.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 9 quarters since.
Coppell Advisory Solutions's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.09M in Q2 2025.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.