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

Hibernia Wealth Partners’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	$1.86M	Sell	36,901 -15,318	-29%	-$759K	1.01%	19
2026 Q1	$2.38M	Buy	52,219 +15,506	+42%	+$728K	0.7%	20
2025 Q4	$1.63M	Buy	36,713 +17,904	+95%	+$782K	0.49%	24
2025 Q3	$806K	Sell	18,809 -14,269	-43%	-$591K	0.52%	21
2025 Q2	$1.34M	Buy	33,078 +16,810	+103%	+$644K	0.43%	23
2025 Q1	$592K	Sell	16,268 -49,998	-75%	-$1.81M	0.42%	22
2024 Q4	$2.26M	Sell	66,266 -128,747	-66%	-$4.61M	1.47%	13
2024 Q3	$7.32M	Sell	195,013 -11,359	-6%	-$410K	2.19%	8
2024 Q2	$7.24M	Buy	206,372 +49,051	+31%	+$1.74M	2.52%	8
2024 Q1	$5.64M	Sell	157,321 -56,347	-26%	-$1.94M	3.82%	8
2023 Q4	$7.27M	Buy	213,668 +187,329	+711%	+$5.95M	5.45%	6
2023 Q3	$817K	Buy	+26,339	New	+$851K	0.63%	23

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Hibernia Wealth Partners's SPDW Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 29% in Q2 2026, selling an estimated $759K and leaving 36,901 shares worth $1.86M. The position accounts for 1.01% of the portfolio, ranked #19.

Hibernia Wealth Partners first reported a position in SPDW in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.32M in Q3 2024. 487 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Hibernia Wealth Partners held 36,901 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.86M as of Q2 2026.
Hibernia Wealth Partners sold 15,318 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $759K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.01% of Hibernia Wealth Partners's portfolio in Q2 2026, its #19 holding.
Hibernia Wealth Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 12 quarters since.
Hibernia Wealth Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.32M in Q3 2024.
487 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.