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

JFS Wealth 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 		$3.28M Buy
65,136
+132
+0.2% +$6.54K 0.16% 81
2026
Q1 		$2.97M Sell
65,004
-957
-1% -$44.9K 0.17% 81
2025
Q4 		$2.93M Sell
65,961
-853
-1% -$37.3K 0.17% 83
2025
Q3 		$2.86M Buy
66,814
+1,003
+2% +$41.6K 0.17% 82
2025
Q2 		$2.66M Sell
65,811
-1,521
-2% -$58.3K 0.17% 77
2025
Q1 		$2.45M Sell
67,332
-414
-0.6% -$15K 0.17% 78
2024
Q4 		$2.31M Buy
67,746
+34
+0.1% +$1.22K 0.16% 81
2024
Q3 		$2.54M Buy
67,712
+350
+0.5% +$12.6K 0.17% 83
2024
Q2 		$2.36M Sell
67,362
-1,133
-2% -$40.3K 0.19% 74
2024
Q1 		$2.45M Sell
68,495
-419
-0.6% -$14.4K 0.19% 72
2023
Q4 		$2.34M Sell
68,914
-4,569
-6% -$145K 0.2% 69
2023
Q3 		$2.28M Buy
73,483
+14
+0% +$452 0.22% 69
2023
Q2 		$2.39M Sell
73,469
-266
-0.4% -$8.68K 0.22% 69
2023
Q1 		$2.37M Sell
73,735
-4,904
-6% -$155K 0.22% 73
2022
Q4 		$2.33M Sell
78,639
-6,665
-8% -$191K 0.23% 75
2022
Q3 		$2.2M Sell
85,304
-350
-0.4% -$10.1K 0.24% 73
2022
Q2 		$2.47M Buy
85,654
+252
+0.3% +$7.98K 0.26% 64
2022
Q1 		$2.93M Buy
85,402
+993
+1% +$34.5K 0.28% 70
2021
Q4 		$3.08M Buy
84,409
+4,393
+5% +$162K 0.29% 68
2021
Q3 		$2.9M Sell
80,016
-2,386
-3% -$88.6K 0.3% 66
2021
Q2 		$3.03M Sell
82,402
-199
-0.2% -$7.38K 0.45% 42
2021
Q1 		$2.92M Buy
82,601
+11
+0% +$386 0.6% 41
2020
Q4 		$2.79M Buy
82,590
+496
+0.6% +$15.6K 0.59% 41
2020
Q3 		$2.4M Sell
82,094
-654
-0.8% -$19.1K 0.57% 43
2020
Q2 		$2.29M Buy
82,748
+6,032
+8% +$158K 0.59% 41
2020
Q1 		$1.84M Buy
76,716
+59,909
+356% +$1.71M 0.55% 45
2019
Q4 		$527K Buy
16,807
+201
+1% +$6.12K 0.13% 89
2019
Q3 		$488K Buy
16,606
+766
+5% +$22.2K 0.12% 93
2019
Q2 		$469K Sell
15,840
-731
-4% -$21.5K 0.12% 93
2019
Q1 		$484K Sell
16,571
-20,051
-55% -$571K 0.13% 89
2018
Q4 		$969K Buy
36,622
+21,610
+144% +$609K 0.26% 69
2018
Q3 		$462K Buy
15,012
+2,256
+18% +$68.9K 0.12% 95
2018
Q2 		$388K Buy
12,756
+1,250
+11% +$39.5K 0.1% 103
2018
Q1 		$362K Buy
11,506
+6,597
+134% +$212K 0.1% 105
2017
Q4 		$156K Buy
+4,909
New +$153K 0.04% 162

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

JFS Wealth Advisors's SPDW Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.2% in Q2 2026, buying an estimated $6.54K and bringing the position to 65,136 shares worth $3.28M. The position accounts for 0.16% of the portfolio, ranked #81.

JFS Wealth Advisors first reported a position in SPDW in Q4 2017 and has held it in 35 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • JFS Wealth Advisors held 65,136 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.28M as of Q2 2026.
  • JFS Wealth Advisors bought 132 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $6.54K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.16% of JFS Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • JFS Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 35 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 JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.