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

HighTower 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 Q1	$193M	Buy	4,227,683 +268,174	+7%	+$12.6M	0.2%	102
2025 Q4	$176M	Buy	3,959,509 +360,479	+10%	+$15.8M	0.19%	112
2025 Q3	$154M	Buy	3,599,030 +968,645	+37%	+$40.1M	0.17%	126
2025 Q2	$107M	Buy	2,630,385 +739,210	+39%	+$28.3M	0.13%	166
2025 Q1	$68.9M	Buy	1,891,175 +657,778	+53%	+$23.8M	0.09%	227
2024 Q4	$42.1M	Buy	1,233,397 +127,898	+12%	+$4.58M	0.06%	325
2024 Q3	$41.6M	Sell	1,105,499 -18,536	-2%	-$669K	0.06%	316
2024 Q2	$39.5M	Buy	1,124,035 +48,267	+4%	+$1.72M	0.06%	317
2024 Q1	$38.6M	Buy	1,075,768 +35,894	+3%	+$1.23M	0.06%	309
2023 Q4	$35.4M	Buy	1,039,874 +352,876	+51%	+$11.2M	0.06%	320
2023 Q3	$21.3M	Buy	686,998 +33,074	+5%	+$1.07M	0.04%	421
2023 Q2	$21.3M	Buy	653,924 +26,071	+4%	+$851K	0.04%	406
2023 Q1	$20.1M	Sell	627,853 -18,793	-3%	-$593K	0.04%	402
2022 Q4	$19.2M	Buy	646,646 +47,957	+8%	+$1.38M	0.04%	404
2022 Q3	$15.5M	Buy	598,689 +93,201	+18%	+$2.69M	0.04%	416
2022 Q2	$14.6M	Buy	505,488 +10,835	+2%	+$343K	0.04%	435
2022 Q1	$16.9M	Buy	494,653 +7,888	+2%	+$274K	0.04%	435
2021 Q4	$17.8M	Buy	486,765 +222,447	+84%	+$8.18M	0.04%	417
2021 Q3	$9.58M	Sell	264,318 -19,839	-7%	-$737K	0.03%	549
2021 Q2	$10.5M	Buy	284,157 +80,094	+39%	+$2.97M	0.03%	503
2021 Q1	$7.22M	Buy	204,063 +2,127	+1%	+$74.6K	0.02%	600
2020 Q4	$6.81M	Buy	201,936 +15,602	+8%	+$492K	0.03%	490
2020 Q3	$5.46M	Buy	186,334 +9,335	+5%	+$273K	0.03%	526
2020 Q2	$4.89M	Buy	176,999 +113,312	+178%	+$2.97M	0.03%	520
2020 Q1	$1.52M	Sell	63,687 -2,049	-3%	-$58.6K	0.01%	834
2019 Q4	$2.06M	Sell	65,736 -4,510	-6%	-$137K	0.01%	841
2019 Q3	$2.06M	Sell	70,246 -778	-1%	-$22.6K	0.01%	879
2019 Q2	$2.1M	Sell	71,024 -9,660	-12%	-$284K	0.01%	878
2019 Q1	$2.36M	Buy	80,684 +12,878	+19%	+$367K	0.02%	789
2018 Q4	$1.79M	Sell	67,806 -11,073	-14%	-$312K	0.01%	805
2018 Q3	$2.43M	Buy	78,879 +3,175	+4%	+$97K	0.02%	767
2018 Q2	$2.3M	Sell	75,704 -2,806	-4%	-$88.7K	0.02%	793
2018 Q1	$2.47M	Sell	78,510 -4,848	-6%	-$156K	0.02%	737
2017 Q4	$2.64M	Buy	83,358 +841	+1%	+$26.2K	0.02%	734
2017 Q3	$2.53M	Buy	82,517 +1,233	+2%	+$36.8K	0.02%	736
2017 Q2	$2.37M	Buy	81,284 +16,809	+26%	+$483K	0.02%	743
2017 Q1	$1.79M	Buy	64,475 +1,344	+2%	+$36.2K	0.02%	797
2016 Q4	$1.62M	Buy	63,131 +4,639	+8%	+$120K	0.02%	770
2016 Q3	$1.55M	Buy	+58,492	New	+$1.52M	0.02%	749

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors's SPDW Position: Q1 2026 in Review

HighTower Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.8% in Q1 2026, buying an estimated $12.6M and bringing the position to 4,227,683 shares worth $193M. The position accounts for 0.2% of the portfolio, ranked #102.

HighTower Advisors first reported a position in SPDW in Q3 2016 and has held it in 39 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

HighTower Advisors held 4,227,683 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $193M as of Q1 2026.
HighTower Advisors bought 268,174 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $12.6M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.2% of HighTower Advisors's portfolio in Q1 2026, its #102 holding.
HighTower Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2016 and has held it in 39 quarters since.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.