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

Financial Insights’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 		$4.72M Sell
93,637
-175
-0.2% -$8.68K 1.24% 17
2026
Q1 		$4.28M Sell
93,812
-60
-0.1% -$2.81K 1.39% 15
2025
Q4 		$4.17M Sell
93,872
-258
-0.3% -$11.3K 1.4% 15
2025
Q3 		$4.03M Sell
94,130
-402
-0.4% -$16.7K 1.33% 16
2025
Q2 		$3.83M Sell
94,532
-2,035
-2% -$78K 1.4% 17
2025
Q1 		$3.52M Sell
96,567
-4,046
-4% -$146K 1.4% 16
2024
Q4 		$3.43M Sell
100,613
-6,209
-6% -$222K 1.27% 19
2024
Q3 		$4.01M Sell
106,822
-19,611
-16% -$708K 1.27% 18
2024
Q2 		$4.44M Sell
126,433
-1,291
-1% -$45.9K 1.23% 17
2024
Q1 		$4.58M Sell
127,724
-17,592
-12% -$604K 1.28% 17
2023
Q4 		$4.94M Buy
145,316
+3,063
+2% +$97.2K 1.55% 15
2023
Q3 		$4.26M Sell
142,253
-18,005
-11% -$581K 1.52% 15
2023
Q2 		$5.21M Sell
160,258
-12,117
-7% -$395K 1.92% 11
2023
Q1 		$5.54M Sell
172,375
-14,173
-8% -$447K 2.25% 9
2022
Q4 		$5.54M Buy
+186,548
New +$5.35M 2.62% 10

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 Insights's SPDW Position: Q2 2026 in Review

Financial Insights reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.19% in Q2 2026, selling an estimated $8.68K and leaving 93,637 shares worth $4.72M. The position accounts for 1.24% of the portfolio, ranked #17.

Financial Insights first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.54M in Q4 2022. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Financial Insights held 93,637 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.72M as of Q2 2026.
  • Financial Insights sold 175 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $8.68K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.24% of Financial Insights's portfolio in Q2 2026, its #17 holding.
  • Financial Insights first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Insights's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.54M in Q4 2022.
  • 1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.