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

Goldstein 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 		$1.62M Hold
32,058
– – 0.15% 59
2026
Q1 		$1.46M Sell
32,058
-2,450
-7% -$115K 0.16% 57
2025
Q4 		$1.53M Sell
34,508
-6,632
-16% -$290K 0.17% 55
2025
Q3 		$1.76M Sell
41,140
-1,010,809
-96% -$41.9M 0.21% 51
2025
Q2 		$42.6M Buy
1,051,949
+156,911
+18% +$6.02M 5.72% 6
2025
Q1 		$32.6M Sell
895,038
-310,464
-26% -$11.2M 4.76% 6
2024
Q4 		$41.1M Buy
1,205,502
+534,982
+80% +$19.2M 5.97% 5
2024
Q3 		$25.2M Buy
670,520
+265,123
+65% +$9.57M 3.83% 7
2024
Q2 		$14.2M Buy
405,397
+8,948
+2% +$318K 2.38% 14
2024
Q1 		$14.2M Buy
396,449
+22,871
+6% +$786K 2.43% 14
2023
Q4 		$12.7M Buy
373,578
+8,601
+2% +$273K 2.14% 14
2023
Q3 		$11.3M Buy
364,977
+26,799
+8% +$865K 2.36% 13
2023
Q2 		$11M Sell
338,178
-36,439
-10% -$1.19M 2.3% 13
2023
Q1 		$12M Sell
374,617
-28,617
-7% -$903K 2.65% 13
2022
Q4 		$12M Buy
+403,234
New +$11.6M 2.9% 13

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

Goldstein Advisors's SPDW Position: Q2 2026 in Review

Goldstein Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 32,058 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #59.

Goldstein Advisors first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.6M in Q2 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Goldstein Advisors held 32,058 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.62M as of Q2 2026.
  • Goldstein 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 0.15% of Goldstein Advisors's portfolio in Q2 2026, its #59 holding.
  • Goldstein Advisors 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.
  • Goldstein Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $42.6M in Q2 2025.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.