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

EverSource 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 		$425K Buy
8,430
+4,561
+118% +$226K 0.01% 626
2026
Q1 		$177K Buy
3,869
+32
+0.8% +$1.5K 0.01% 1122
2025
Q4 		$170K Sell
3,837
-590
-13% -$25.8K 0.01% 1025
2025
Q3 		$189K Sell
4,427
-4,261
-49% -$177K 0.01% 930
2025
Q2 		$352K Buy
8,688
+1,523
+21% +$58.4K 0.02% 591
2025
Q1 		$261K Buy
7,165
+6,673
+1,356% +$241K 0.01% 572
2024
Q4 		$16.8K Hold
492
– – ﹤0.01% 1725
2024
Q3 		$18.5K Sell
492
-129
-21% -$4.66K ﹤0.01% 1532
2024
Q2 		$22.4K Buy
621
+82
+15% +$2.92K ﹤0.01% 1452
2024
Q1 		$18.7K Buy
539
+484
+880% +$16.6K ﹤0.01% 1394
2023
Q4 		$1.87K Hold
55
– – ﹤0.01% 2190
2023
Q3 		$1.71K Hold
55
– – ﹤0.01% 2059
2023
Q2 		$1.79K Hold
55
– – ﹤0.01% 2059
2023
Q1 		$1.77K Sell
55
-100
-65% -$3.16K ﹤0.01% 1972
2022
Q4 		$4.6K Buy
155
+100
+182% +$2.87K ﹤0.01% 1641
2022
Q3 		$1K Hold
55
– – ﹤0.01% 1891
2022
Q2 		$2K Hold
55
– – ﹤0.01% 1566
2022
Q1 		$2K Hold
55
– – ﹤0.01% 1577
2021
Q4 		$2K Buy
+55
New +$2.02K ﹤0.01% 1622

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

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

EverSource Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 118% in Q2 2026, buying an estimated $226K and bringing the position to 8,430 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #626.

EverSource Wealth Advisors first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • EverSource Wealth Advisors held 8,430 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $425K as of Q2 2026.
  • EverSource Wealth Advisors bought 4,561 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $226K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #626 holding.
  • EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.