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EP Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

EP Wealth Advisors’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 		$8.66M Buy
171,766
+120,351
+234% +$5.97M 0.03% 295
2026
Q1 		$2.35M Sell
51,415
-37,922
-42% -$1.78M 0.01% 444
2025
Q4 		$3.97M Buy
+89,337
New +$3.9M 0.02% 315
2025
Q2 		$1.72M Sell
42,386
-998
-2% -$38.3K 0.01% 449
2025
Q1 		$1.58M Sell
43,384
-4,563
-10% -$165K 0.01% 401
2024
Q4 		$1.64M Buy
47,947
+105
+0.2% +$3.76K 0.01% 391
2024
Q3 		$1.8M Buy
47,842
+10,888
+29% +$393K 0.02% 376
2024
Q2 		$1.3M Sell
36,954
-10,057
-21% -$358K 0.01% 346
2024
Q1 		$1.68M Sell
47,011
-3,261
-6% -$112K 0.02% 294
2023
Q4 		$1.71M Buy
50,272
+45,555
+966% +$1.45M 0.02% 286
2023
Q3 		$146K Buy
+4,717
New +$152K ﹤0.01% 699
2023
Q1 		– Sell
-3,654
Closed -$108K – 702
2022
Q4 		$108K Buy
+3,654
New +$105K ﹤0.01% 594
2022
Q3 		– Sell
-14,784
Closed -$426K – 598
2022
Q2 		$426K Sell
14,784
-2,639
-15% -$83.5K 0.01% 405
2022
Q1 		$597K Sell
17,423
-549
-3% -$19K 0.01% 347
2021
Q4 		$656K Sell
17,972
-874
-5% -$32.1K 0.02% 311
2021
Q3 		$682K Sell
18,846
-1,043
-5% -$38.7K 0.02% 284
2021
Q2 		$732K Buy
+19,889
New +$738K 0.02% 278
2021
Q1 		– Sell
-3,491
Closed -$118K – 518
2020
Q4 		$118K Buy
+3,491
New +$110K ﹤0.01% 447

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

EP Wealth Advisors's SPDW Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 234% in Q2 2026, buying an estimated $5.97M and bringing the position to 171,766 shares worth $8.66M. The position accounts for 0.03% of the portfolio, ranked #295.

EP Wealth Advisors first reported a position in SPDW in Q4 2020 and has held it in 18 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • EP Wealth Advisors held 171,766 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.66M as of Q2 2026.
  • EP Wealth Advisors bought 120,351 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $5.97M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 18 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.