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Equita Financial Network’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Equita Financial Network’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 		$3.81M Sell
75,543
-240
-0.3% -$11.9K 1.06% 19
2026
Q1 		$3.46M Sell
75,783
-1,015
-1% -$47.6K 1.09% 18
2025
Q4 		$3.41M Buy
76,798
+28
+0% +$1.22K 1.03% 19
2025
Q3 		$3.28M Sell
76,770
-615
-0.8% -$25.5K 1.11% 18
2025
Q2 		$3.13M Sell
77,385
-394
-0.5% -$15.1K 1.25% 14
2025
Q1 		$2.83M Sell
77,779
-7,095
-8% -$256K 0.99% 23
2024
Q4 		$2.9M Buy
84,874
+5,035
+6% +$180K 1.05% 24
2024
Q3 		$3M Buy
79,839
+4,070
+5% +$147K 1.1% 24
2024
Q2 		$2.66M Sell
75,769
-1,332
-2% -$47.4K 1.11% 25
2024
Q1 		$2.76M Buy
77,101
+736
+1% +$25.3K 1.24% 23
2023
Q4 		$2.6M Buy
+76,365
New +$2.42M 1.38% 24

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

Equita Financial Network's SPDW Position: Q2 2026 in Review

Equita Financial Network reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.32% in Q2 2026, selling an estimated $11.9K and leaving 75,543 shares worth $3.81M. The position accounts for 1.06% of the portfolio, ranked #19.

Equita Financial Network first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Equita Financial Network held 75,543 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.81M as of Q2 2026.
  • Equita Financial Network sold 240 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $11.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.06% of Equita Financial Network's portfolio in Q2 2026, its #19 holding.
  • Equita Financial Network first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.