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

Csenge Advisory 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 		$1.23M Buy
24,348
+1,928
+9% +$95.6K 0.05% 279
2026
Q1 		$1.02M Sell
22,420
-96
-0.4% -$4.5K 0.05% 291
2025
Q4 		$1,000K Buy
22,516
+2,736
+14% +$120K 0.05% 306
2025
Q3 		$846K Sell
19,780
-76,433
-79% -$3.17M 0.04% 321
2025
Q2 		$3.83M Sell
96,213
-3,308
-3% -$127K 0.2% 99
2025
Q1 		$3.61M Buy
99,521
+22,366
+29% +$808K 0.2% 99
2024
Q4 		$2.63M Buy
77,155
+13,762
+22% +$493K 0.14% 120
2024
Q3 		$2.35M Sell
63,393
-29,093
-31% -$1.05M 0.12% 135
2024
Q2 		$3.24M Buy
92,486
+16,918
+22% +$602K 0.18% 101
2024
Q1 		$2.71M Buy
75,568
+94
+0.1% +$3.23K 0.15% 118
2023
Q4 		$2.57M Buy
75,474
+3,010
+4% +$95.5K 0.16% 116
2023
Q3 		$2.25M Buy
72,464
+2,600
+4% +$84K 0.15% 119
2023
Q2 		$2.27M Sell
69,864
-14,590
-17% -$476K 0.15% 115
2023
Q1 		$2.71M Sell
84,454
-2,538
-3% -$80.1K 0.2% 103
2022
Q4 		$2.58M Sell
86,992
-5,979
-6% -$172K 0.2% 94
2022
Q3 		$2.4M Buy
92,971
+4,485
+5% +$129K 0.2% 95
2022
Q2 		$2.55M Buy
88,486
+11,882
+16% +$376K 0.21% 96
2022
Q1 		$2.63M Buy
76,604
+30,363
+66% +$1.05M 0.21% 89
2021
Q4 		$1.71M Sell
46,241
-3,422
-7% -$126K 0.15% 119
2021
Q3 		$1.8M Buy
49,663
+3,422
+7% +$127K 0.15% 119
2021
Q2 		$1.71M Sell
46,241
-10,849
-19% -$402K 0.15% 119
2021
Q1 		$2.08M Buy
57,090
+38
+0.1% +$1.33K 0.21% 83
2020
Q4 		$1.93M Sell
57,052
-531
-0.9% -$16.7K 0.23% 80
2020
Q3 		$1.7M Buy
57,583
+1,445
+3% +$42.2K 0.23% 75
2020
Q2 		$1.55M Buy
56,138
+3,403
+6% +$89.1K 0.22% 83
2020
Q1 		$1.26M Buy
52,735
+11,027
+26% +$316K 0.33% 68
2019
Q4 		$1.31M Buy
41,708
+5,244
+14% +$160K 0.33% 60
2019
Q3 		$1.07M Buy
+36,464
New +$1.06M 0.29% 68
2018
Q1 		– Sell
-10,498
Closed -$333K – 303
2017
Q4 		$333K Sell
10,498
-248
-2% -$7.73K 0.12% 162
2017
Q3 		$330K Buy
+10,746
New +$321K 0.13% 149

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

Csenge Advisory Group's SPDW Position: Q2 2026 in Review

Csenge Advisory Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.6% in Q2 2026, buying an estimated $95.6K and bringing the position to 24,348 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #279.

Csenge Advisory Group first reported a position in SPDW in Q3 2017 and has held it in 30 quarters since. The position peaked at $3.83M in Q2 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Csenge Advisory Group held 24,348 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.23M as of Q2 2026.
  • Csenge Advisory Group bought 1,928 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $95.6K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Csenge Advisory Group's portfolio in Q2 2026, its #279 holding.
  • Csenge Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2017 and has held it in 30 quarters since.
  • Csenge Advisory Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.83M 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 Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.