CX Institutional’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

CX Institutional’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	$223K	Buy	4,430 +63	+1%	+$3.12K	0.01%	726
2026 Q1	$199K	Sell	4,367 -1,385	-24%	-$65K	0.01%	719
2025 Q4	$255K	Buy	5,752 +85	+1%	+$3.71K	0.01%	631
2025 Q3	$242K	Buy	5,667 +115	+2%	+$4.76K	0.01%	633
2025 Q2	$225K	Sell	5,552 -2,805	-34%	-$108K	0.01%	592
2025 Q1	$304K	Sell	8,357 -4,185	-33%	-$151K	0.01%	478
2024 Q4	$428K	Buy	+12,542	New	+$449K	0.02%	371
2023 Q2	–	Sell	-6,916	Closed	-$222K	–	537
2023 Q1	$222K	Sell	6,916 -11,217	-62%	-$354K	0.01%	457
2022 Q4	$538K	Sell	18,133 -67,289	-79%	-$1.93M	0.03%	362
2022 Q3	$2.2M	Sell	85,422 -145,959	-63%	-$4.21M	0.15%	161
2022 Q2	$6.67M	Buy	+231,381	New	+$7.32M	0.5%	49
2018 Q4	–	Sell	-5,014	Closed	-$154K	–	557
2018 Q3	$154K	Buy	+5,014	New	+$153K	0.05%	128

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

CX Institutional's SPDW Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.4% in Q2 2026, buying an estimated $3.12K and bringing the position to 4,430 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #726.

CX Institutional first reported a position in SPDW in Q3 2018 and has held it in 12 quarters since. The position peaked at $6.67M in Q2 2022. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

CX Institutional held 4,430 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $223K as of Q2 2026.
CX Institutional bought 63 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $3.12K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #726 holding.
CX Institutional first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 12 quarters since.
CX Institutional's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.67M 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.