High Net Worth Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

High Net Worth Advisory Group’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	$247K	Buy	4,907 +45	+0.9%	+$2.23K	0.05%	223
2026 Q1	$222K	Hold	4,862	–	–	0.05%	223
2025 Q4	$216K	Buy	4,862 +55	+1%	+$2.4K	0.05%	228
2025 Q3	$206K	Buy	+4,807	New	+$199K	0.05%	228

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

High Net Worth Advisory Group's SPDW Position: Q2 2026 in Review

High Net Worth Advisory Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.93% in Q2 2026, buying an estimated $2.23K and bringing the position to 4,907 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #223.

High Net Worth Advisory Group first reported a position in SPDW in Q3 2025 and has held it in 4 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

High Net Worth Advisory Group held 4,907 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $247K as of Q2 2026.
High Net Worth Advisory Group bought 45 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.23K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q2 2026, its #223 holding.
High Net Worth Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 4 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.