JWCA
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J.W. Cole Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

J.W. Cole 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
Q2 		$948K Buy
18,808
+539
+3% +$26.7K 0.02% 768
2026
Q1 		$834K Sell
18,269
-3,421
-16% -$161K 0.03% 415
2025
Q4 		$503K Buy
21,690
+4,533
+26% +$198K 0.01% 903
2025
Q3 		$734K Buy
17,157
+7,742
+82% +$321K 0.01% 838
2025
Q2 		$381K Buy
9,415
+2,875
+44% +$110K 0.01% 1030
2025
Q1 		$238K Buy
+6,540
New +$236K 0.01% 1070
2024
Q4 		– Sell
-7,492
Closed -$281K – 993
2024
Q3 		$281K Sell
7,492
-6,988
-48% -$252K 0.01% 798
2024
Q2 		$508K Sell
14,480
-7,345
-34% -$261K 0.02% 518
2024
Q1 		$782K Sell
21,825
-1,203
-5% -$41.3K 0.04% 403
2023
Q4 		$783K Buy
23,028
+1,313
+6% +$41.7K 0.05% 345
2023
Q3 		$673K Buy
21,715
+338
+2% +$10.9K 0.05% 342
2023
Q2 		$696K Buy
21,377
+3,731
+21% +$122K 0.05% 347
2023
Q1 		$567K Buy
17,646
+4,972
+39% +$157K 0.04% 418
2022
Q4 		$376K Buy
+12,674
New +$364K 0.03% 489
2022
Q3 		– Sell
-7,746
Closed -$223K – 762
2022
Q2 		$223K Sell
7,746
-7,730
-50% -$245K 0.02% 640
2022
Q1 		$531K Buy
15,476
+2,279
+17% +$79.1K 0.04% 437
2021
Q4 		$481K Buy
+13,197
New +$485K 0.03% 479
2021
Q3 		– Sell
-9,594
Closed -$353K – 722
2021
Q2 		$353K Sell
9,594
-3,641
-28% -$135K 0.03% 532
2021
Q1 		$468K Buy
13,235
+6,618
+100% +$232K 0.05% 399
2020
Q4 		$223K Sell
6,617
-5,871
-47% -$185K 0.02% 564
2020
Q3 		$365K Sell
12,488
-7,903
-39% -$231K 0.03% 491
2020
Q2 		$563K Buy
+20,391
New +$534K 0.08% 214
2020
Q1 		– Sell
-6,911
Closed -$217K – 442
2019
Q4 		$217K Buy
+6,911
New +$210K 0.03% 505

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

J.W. Cole Advisors's SPDW Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3% in Q2 2026, buying an estimated $26.7K and bringing the position to 18,808 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #768.

J.W. Cole Advisors first reported a position in SPDW in Q4 2019 and has held it in 23 quarters since. 577 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • J.W. Cole Advisors held 18,808 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $948K as of Q2 2026.
  • J.W. Cole Advisors bought 539 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $26.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #768 holding.
  • J.W. Cole Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 23 quarters since.
  • 577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.