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

Financial Advisory Partners’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 		$8.63M Buy
171,356
+7,260
+4% +$360K 2.26% 10
2026
Q1 		$7.49M Buy
164,096
+12,093
+8% +$567K 2.12% 10
2025
Q4 		$6.75M Buy
152,003
+3,557
+2% +$155K 1.9% 11
2025
Q3 		$6.35M Buy
148,446
+5,341
+4% +$221K 1.86% 11
2025
Q2 		$5.79M Buy
143,105
+3,960
+3% +$152K 1.82% 14
2025
Q1 		$5.07M Buy
139,145
+126,821
+1,029% +$4.58M 1.7% 14
2024
Q4 		$421K Buy
12,324
+489
+4% +$17.5K 0.14% 59
2024
Q3 		$445K Buy
11,835
+521
+5% +$18.8K 0.15% 59
2024
Q2 		$397K Sell
11,314
-60
-0.5% -$2.13K 0.15% 56
2024
Q1 		$408K Buy
11,374
+695
+7% +$23.9K 0.16% 56
2023
Q4 		$363K Buy
10,679
+480
+5% +$15.2K 0.13% 57
2023
Q3 		$316K Buy
10,199
+866
+9% +$28K 0.13% 59
2023
Q2 		$304K Buy
9,333
+714
+8% +$23.3K 0.12% 60
2023
Q1 		$277K Buy
8,619
+444
+5% +$14K 0.11% 61
2022
Q4 		$243K Buy
8,175
+198
+2% +$5.68K 0.1% 65
2022
Q3 		$206K Buy
+7,977
New +$230K 0.09% 66

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

Financial Advisory Partners's SPDW Position: Q2 2026 in Review

Financial Advisory Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.4% in Q2 2026, buying an estimated $360K and bringing the position to 171,356 shares worth $8.63M. The position accounts for 2.26% of the portfolio, ranked #10.

Financial Advisory Partners first reported a position in SPDW in Q3 2022 and has held it in 16 quarters since. 1,224 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Financial Advisory Partners held 171,356 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.63M as of Q2 2026.
  • Financial Advisory Partners bought 7,260 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $360K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.26% of Financial Advisory Partners's portfolio in Q2 2026, its #10 holding.
  • Financial Advisory Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,224 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.