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

Envestnet Portfolio 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	$111M	Sell	2,202,100 -235,202	-10%	-$11.7M	0.53%	42
2026 Q1	$111M	Sell	2,437,302 -221,576	-8%	-$10.4M	0.62%	39
2025 Q4	$118M	Buy	2,658,878 +517,179	+24%	+$22.6M	0.41%	49
2025 Q3	$91.6M	Buy	2,141,699 +404,412	+23%	+$16.8M	0.34%	55
2025 Q2	$70.3M	Sell	1,737,287 -1,546,953	-47%	-$59.3M	0.26%	60
2025 Q1	$120M	Buy	3,284,240 +1,055,397	+47%	+$38.1M	0.46%	44
2024 Q4	$76.1M	Buy	2,228,843 +165,530	+8%	+$5.93M	0.25%	59
2024 Q3	$77.5M	Sell	2,063,313 -263,124	-11%	-$9.5M	0.25%	53
2024 Q2	$81.6M	Buy	2,326,437 +662,267	+40%	+$23.6M	0.28%	52
2024 Q1	$59.6M	Buy	1,664,170 +191,221	+13%	+$6.57M	0.22%	62
2023 Q4	$50.1M	Buy	1,472,949 +118,205	+9%	+$3.75M	0.21%	67
2023 Q3	$42M	Buy	+1,354,744	New	+$43.8M	0.2%	62

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions's SPDW Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.7% in Q2 2026, selling an estimated $11.7M and leaving 2,202,100 shares worth $111M. The position accounts for 0.53% of the portfolio, ranked #42.

Envestnet Portfolio Solutions first reported a position in SPDW in Q3 2023 and has held it in 12 quarters since. The position peaked at $120M in Q1 2025. 318 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Envestnet Portfolio Solutions held 2,202,100 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $111M as of Q2 2026.
Envestnet Portfolio Solutions sold 235,202 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $11.7M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.53% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #42 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $120M in Q1 2025.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.