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

Heartwood Wealth 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 		$5.56M Buy
110,375
+116
+0.1% +$5.75K 0.43% 42
2026
Q1 		$5.03M Sell
110,259
-3,845
-3% -$180K 0.44% 41
2025
Q4 		$5.07M Hold
114,104
– – 0.47% 38
2025
Q3 		$4.88M Buy
114,104
+233
+0.2% +$9.65K 0.46% 38
2025
Q2 		$4.61M Hold
113,871
– – 0.48% 35
2025
Q1 		$4.15M Sell
113,871
-1,983
-2% -$71.7K 0.47% 36
2024
Q4 		$3.95M Hold
115,854
– – 0.45% 32
2024
Q3 		$4.35M Hold
115,854
– – 0.48% 32
2024
Q2 		$4.06M Hold
115,854
– – 0.49% 32
2024
Q1 		$4.15M Sell
115,854
-20,060
-15% -$689K 0.51% 31
2023
Q4 		$4.62M Sell
135,914
-12,150
-8% -$386K 0.62% 27
2023
Q3 		$4.59M Sell
148,064
-1,436
-1% -$46.4K 0.68% 25
2023
Q2 		$4.86M Hold
149,500
– – 0.69% 26
2023
Q1 		$4.8M Sell
149,500
-17,257
-10% -$545K 0.72% 26
2022
Q4 		$4.95M Buy
166,757
+18,354
+12% +$527K 0.78% 27
2022
Q3 		$3.83M Sell
148,403
-8,713
-6% -$251K 0.66% 25
2022
Q2 		$4.53M Sell
157,116
-477
-0.3% -$15.1K 0.75% 25
2022
Q1 		$5.4M Sell
157,593
-2,006
-1% -$69.6K 0.8% 25
2021
Q4 		$5.82M Sell
159,599
-31,909
-17% -$1.17M 0.87% 26
2021
Q3 		$6.93M Buy
191,508
+14,942
+8% +$555K 1.08% 25
2021
Q2 		$6.5M Sell
176,566
-6,080
-3% -$226K 1% 26
2021
Q1 		$6.46M Sell
182,646
-5,541
-3% -$194K 1.04% 26
2020
Q4 		$6.35M Hold
188,187
– – 1.03% 23
2020
Q3 		$5.51M Sell
188,187
-21,488
-10% -$628K 1.05% 22
2020
Q2 		$5.79M Buy
209,675
+58,427
+39% +$1.53M 1.15% 21
2020
Q1 		$3.62M Buy
151,248
+128,882
+576% +$3.69M 0.87% 23
2019
Q4 		$701K Buy
+22,366
New +$681K 0.13% 43

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

Heartwood Wealth Advisors's SPDW Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.11% in Q2 2026, buying an estimated $5.75K and bringing the position to 110,375 shares worth $5.56M. The position accounts for 0.43% of the portfolio, ranked #42.

Heartwood Wealth Advisors first reported a position in SPDW in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.93M in Q3 2021. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Heartwood Wealth Advisors held 110,375 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.56M as of Q2 2026.
  • Heartwood Wealth Advisors bought 116 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $5.75K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.43% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 27 quarters since.
  • Heartwood Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.93M in Q3 2021.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.