Heritage Family Offices’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Heritage Family Offices’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	$213K	Buy	+4,236	New	+$210K	0.08%	213

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

Heritage Family Offices's SPDW Position: Q2 2026 in Review

Heritage Family Offices opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 4,236 shares worth $213K. The stake represents 0.08% of the portfolio and ranks #213 among its holdings.

1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Heritage Family Offices held 4,236 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $213K as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new Heritage Family Offices position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Heritage Family Offices's portfolio in Q2 2026, its #213 holding.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.