Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-885	Closed	-$40.4K	–	563
2026 Q1	$40.4K	Buy	+885	New	+$41.5K	﹤0.01%	451
2025 Q3	–	Sell	-872	Closed	-$35.3K	–	517
2025 Q2	$35.3K	Buy	872 +13	+2%	+$498	﹤0.01%	423
2025 Q1	$31.3K	Hold	859	–	–	﹤0.01%	409
2024 Q4	$29.3K	Buy	+859	New	+$30.8K	﹤0.01%	394
2022 Q3	–	Sell	-9,524	Closed	-$275K	–	371
2022 Q2	$275K	Sell	9,524 -81,306	-90%	-$2.57M	0.05%	154
2022 Q1	$3.11M	Buy	90,830 +87,244	+2,433%	+$3.03M	1.34%	15
2021 Q4	$131K	Buy	+3,586	New	+$132K	0.06%	152

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

Guardian Wealth Advisors (North Carolina)'s SPDW Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 885 shares — an estimated $40.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SPDW in Q4 2021 and held it in 7 quarters. The position peaked at $3.11M in Q1 2022. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 885 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $40.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.11M in Q1 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.