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

Investment 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	$2.37M	Buy	46,998 +1,080	+2%	+$53.5K	0.74%	35
2026 Q1	$2.1M	Sell	45,918 -1,411	-3%	-$66.2K	0.75%	38
2025 Q4	$2.1M	Sell	47,329 -7,069	-13%	-$309K	0.74%	36
2025 Q3	$2.33M	Buy	54,398 +4,429	+9%	+$184K	0.82%	32
2025 Q2	$2.02M	Buy	+49,969	New	+$1.92M	0.77%	36
2018 Q4	–	Sell	-3,873	Closed	-$208	–	151
2018 Q3	$208	Buy	+3,873	New	+$118K	0.12%	111
2015 Q2	–	Sell	-3,873	Closed	-$109K	–	135
2015 Q1	$109K	Buy	+3,873	New	+$107K	0.12%	105

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

Investment Partners's SPDW Position: Q2 2026 in Review

Investment Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.4% in Q2 2026, buying an estimated $53.5K and bringing the position to 46,998 shares worth $2.37M. The position accounts for 0.74% of the portfolio, ranked #35.

Investment Partners first reported a position in SPDW in Q1 2015 and has held it in 7 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Investment Partners held 46,998 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.37M as of Q2 2026.
Investment Partners bought 1,080 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $53.5K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.74% of Investment Partners's portfolio in Q2 2026, its #35 holding.
Investment Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2015 and has held it in 7 quarters since.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.