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Jim Saulnier & Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Jim Saulnier & Associates’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 		$207K Sell
4,107
-29,149
-88% -$1.44M 0.08% 149
2026
Q1 		$1.52M Hold
33,256
– – 0.74% 33
2025
Q4 		$1.48M Buy
33,256
+5,659
+21% +$247K 0.77% 31
2025
Q3 		$1.18M Buy
+27,597
New +$1.14M 0.66% 38

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

Jim Saulnier & Associates's SPDW Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 88% in Q2 2026, selling an estimated $1.44M and leaving 4,107 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #149.

Jim Saulnier & Associates first reported a position in SPDW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.52M in Q1 2026. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Jim Saulnier & Associates held 4,107 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $207K as of Q2 2026.
  • Jim Saulnier & Associates sold 29,149 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.44M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Jim Saulnier & Associates's portfolio in Q2 2026, its #149 holding.
  • Jim Saulnier & Associates first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 4 quarters since.
  • Jim Saulnier & Associates's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.52M in Q1 2026.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.