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

Fortis Group 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	$1.2M	Hold	23,741	–	–	0.19%	124
2026 Q1	$1.16M	Sell	23,741 -664	-3%	-$31.2K	0.19%	131
2025 Q4	$1.15M	Buy	24,405 +1,981	+9%	+$86.6K	0.19%	132
2025 Q3	$976K	Sell	22,424 -237	-1%	-$9.82K	0.17%	119
2025 Q2	$905K	Sell	22,661 -1,359	-6%	-$52.1K	0.16%	118
2025 Q1	$875K	Sell	24,020 -258	-1%	-$9.32K	0.17%	118
2024 Q4	$829K	Buy	24,278 +23,901	+6,340%	+$856K	0.15%	109
2024 Q3	$14.2K	Hold	377	–	–	﹤0.01%	275
2024 Q2	$13.2K	Hold	377	–	–	﹤0.01%	274
2024 Q1	$13.5K	Sell	377 -377	-50%	-$13K	﹤0.01%	294
2023 Q4	$25.6K	Buy	754 +377	+100%	+$12K	0.01%	215
2023 Q3	$11.7K	Buy	+377	New	+$12.2K	﹤0.01%	212
2020 Q3	$699K	Buy	+23,906	New	+$698K	0.14%	80

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fortis Group Advisors's SPDW Position: Q2 2026 in Review

Fortis Group Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 23,741 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #124.

Fortis Group Advisors first reported a position in SPDW in Q3 2020 and has held it in 13 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Fortis Group Advisors held 23,741 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.2M as of Q2 2026.
Fortis Group Advisors left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.19% of Fortis Group Advisors's portfolio in Q2 2026, its #124 holding.
Fortis Group Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 13 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 Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.