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Evergreen Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Evergreen Capital Management’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 		$798K Buy
15,842
+267
+2% +$13.2K 0.01% 643
2026
Q1 		$711K Buy
15,575
+50
+0.3% +$2.35K 0.02% 611
2025
Q4 		$689K Buy
15,525
+315
+2% +$13.8K 0.02% 580
2025
Q3 		$651K Buy
15,210
+304
+2% +$12.6K 0.02% 536
2025
Q2 		$604K Buy
14,906
+197
+1% +$7.55K 0.02% 489
2025
Q1 		$536K Hold
14,709
– – 0.02% 480
2024
Q4 		$502K Sell
14,709
-466
-3% -$16.7K 0.02% 505
2024
Q3 		$570K Buy
15,175
+1,414
+10% +$51K 0.02% 462
2024
Q2 		$483K Sell
13,761
-1,467
-10% -$52.2K 0.02% 470
2024
Q1 		$546K Hold
15,228
– – 0.02% 425
2023
Q4 		$518K Sell
15,228
-6,660
-30% -$211K 0.02% 415
2023
Q3 		$679K Buy
21,888
+9,519
+77% +$307K 0.03% 333
2023
Q2 		$402K Buy
+12,369
New +$404K 0.02% 452

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

Evergreen Capital Management's SPDW Position: Q2 2026 in Review

Evergreen Capital Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.7% in Q2 2026, buying an estimated $13.2K and bringing the position to 15,842 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #643.

Evergreen Capital Management first reported a position in SPDW in Q2 2023 and has held it in 13 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Evergreen Capital Management held 15,842 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $798K as of Q2 2026.
  • Evergreen Capital Management bought 267 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $13.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #643 holding.
  • Evergreen Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 13 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 Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.