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

Edgestream Partners’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	–	Sell	-4,949	Closed	-$226K	–	1119
2026 Q1	$226K	Sell	4,949 -2,348	-32%	-$110K	0.01%	842
2025 Q4	$324K	Sell	7,297 -74	-1%	-$3.23K	0.01%	878
2025 Q3	$315K	Buy	+7,371	New	+$305K	0.01%	797
2025 Q1	–	Sell	-12,249	Closed	-$418K	–	1046
2024 Q4	$418K	Buy	+12,249	New	+$439K	0.02%	714

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 22.9% 1-Year Est. Return

Edgestream Partners's SPDW Position: Q2 2026 in Review

Edgestream Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 4,949 shares — an estimated $226K sold.

Edgestream Partners first reported a position in SPDW in Q4 2024 and held it in 4 quarters. The position peaked at $418K in Q4 2024. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Edgestream Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 4,949 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $226K.
Edgestream Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and held it in 4 quarters.
Edgestream Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $418K in Q4 2024.
1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.