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

Horizon Investments’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 		$231M Sell
4,584,583
-189,922
-4% -$9.41M 2.53% 4
2026
Q1 		$218M Sell
4,774,505
-31,151
-0.6% -$1.46M 2.44% 6
2025
Q4 		$213M Sell
4,805,656
-112,289
-2% -$4.91M 2.7% 5
2025
Q3 		$210M Sell
4,917,945
-106,651
-2% -$4.42M 2.76% 5
2025
Q2 		$203M Sell
5,024,596
-1,226,211
-20% -$47M 3.22% 5
2025
Q1 		$228M Sell
6,250,807
-632,653
-9% -$22.9M 6.78% 4
2024
Q4 		$235M Sell
6,883,460
-110,466
-2% -$3.96M 6.74% 3
2024
Q3 		$263M Buy
6,993,926
+964,793
+16% +$34.8M 6.97% 3
2024
Q2 		$212M Sell
6,029,133
-240,669
-4% -$8.56M 5.85% 4
2024
Q1 		$225M Sell
6,269,802
-150,380
-2% -$5.17M 5.9% 5
2023
Q4 		$218M Sell
6,420,182
-242,302
-4% -$7.69M 6.08% 6
2023
Q3 		$207M Sell
6,662,484
-1,511,013
-18% -$48.8M 6.28% 3
2023
Q2 		$266M Buy
8,173,497
+217,175
+3% +$7.09M 7.65% 2
2023
Q1 		$256M Buy
7,956,322
+4,256,834
+115% +$134M 7.57% 2
2022
Q4 		$110M Buy
3,699,488
+1,660,219
+81% +$47.7M 3.09% 5
2022
Q3 		$52.6M Sell
2,039,269
-1,682,551
-45% -$48.5M 1.62% 10
2022
Q2 		$107M Sell
3,721,820
-3,543,261
-49% -$112M 3.4% 5
2022
Q1 		$249M Buy
7,265,081
+2,398,782
+49% +$83.2M 7.06% 1
2021
Q4 		$178M Buy
4,866,299
+270,357
+6% +$9.94M 5.24% 2
2021
Q3 		$166M Sell
4,595,942
-206,734
-4% -$7.68M 4.35% 6
2021
Q2 		$177M Buy
4,802,676
+587,003
+14% +$21.8M 5.25% 4
2021
Q1 		$149M Buy
+4,215,673
New +$148M 5.48% 3
2020
Q4 		– Sell
-8,087,299
Closed -$237M – 352
2020
Q3 		$237M Sell
8,087,299
-5,223,141
-39% -$153M 8.44% 2
2020
Q2 		$368M Buy
13,310,440
+11,277,084
+555% +$295M 9.06% 2
2020
Q1 		$48.7M Sell
2,033,356
-4,422,168
-69% -$127M 2.38% 7
2019
Q4 		$202M Buy
6,455,524
+6,259,703
+3,197% +$191M 8.88% 2
2019
Q3 		$5.75M Buy
195,821
+6,887
+4% +$200K 0.23% 45
2019
Q2 		$5.59M Sell
188,934
-4,768,331
-96% -$140M 0.16% 42
2019
Q1 		$145M Buy
4,957,265
+3,201,662
+182% +$91.2M 5.16% 3
2018
Q4 		$46.4M Sell
1,755,603
-3,100,296
-64% -$87.4M 2.35% 9
2018
Q3 		$149M Buy
+4,855,899
New +$148M 5.01% 6

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments's SPDW Position: Q2 2026 in Review

Horizon Investments reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4% in Q2 2026, selling an estimated $9.41M and leaving 4,584,583 shares worth $231M. The position accounts for 2.53% of the portfolio, ranked #4.

Horizon Investments first reported a position in SPDW in Q3 2018 and has held it in 31 quarters since. The position peaked at $368M in Q2 2020. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Horizon Investments held 4,584,583 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $231M as of Q2 2026.
  • Horizon Investments sold 189,922 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $9.41M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.53% of Horizon Investments's portfolio in Q2 2026, its #4 holding.
  • Horizon Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 31 quarters since.
  • Horizon Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $368M in Q2 2020.
  • 1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.