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

Diversify Advisory Services’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	$91.7M	Buy	+1,848,949	New	+$91.7M	1.53%	7
2026 Q1	–	Sell	-402,443	Closed	-$18.6M	–	757
2025 Q4	$18.6M	Buy	402,443 +31,106	+8%	+$1.36M	0.59%	34
2025 Q3	$16.2M	Buy	371,337 +46,638	+14%	+$1.93M	0.54%	32
2025 Q2	$13.5M	Buy	324,699 +66,618	+26%	+$2.55M	0.52%	32
2025 Q1	$9.78M	Buy	258,081 +55,242	+27%	+$2M	0.61%	27
2024 Q4	$6.88M	Sell	202,839 -40,604	-17%	-$1.45M	0.38%	36
2024 Q3	$8.84M	Sell	243,443 -17,737	-7%	-$640K	0.48%	38
2024 Q2	$9.3M	Sell	261,180 -174,439	-40%	-$6.2M	0.51%	34
2024 Q1	$15.5M	Buy	+435,619	New	+$15M	0.92%	25

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

Diversify Advisory Services's SPDW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 1,848,949 shares worth $91.7M. The stake represents 1.53% of the portfolio and ranks #7 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPDW as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPDW in Q1 2024 and has held it in 9 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Diversify Advisory Services held 1,848,949 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $91.7M as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new Diversify Advisory Services position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.53% of Diversify Advisory Services's portfolio in Q2 2026, its #7 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 9 quarters since.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.