HGA
SPDW icon

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

Hobbs Group 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 		$26.2M Buy
574,518
+17,417
+3% +$817K 7.84% 2
2025
Q4 		$24.7M Sell
557,101
-4,882
-0.9% -$213K 7.47% 2
2025
Q3 		$24M Buy
561,983
+137,241
+32% +$5.69M 7.48% 2
2025
Q2 		$17.2M Buy
424,742
+126,466
+42% +$4.85M 5.88% 3
2025
Q1 		$10.9M Sell
298,276
-26,404
-8% -$954K 4.13% 5
2024
Q4 		$11.1M Buy
324,680
+67,276
+26% +$2.41M 4.17% 4
2024
Q3 		$9.67M Buy
257,404
+35,393
+16% +$1.28M 3.46% 6
2024
Q2 		$7.79M Buy
+222,011
New +$7.9M 2.96% 7
2023
Q4 		$8.91M Buy
+261,996
New +$8.32M 3.97% 6

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return