LIA
SPDW icon

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

LBMC Investment 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 		$5.89M Sell
116,875
-1,794
-2% -$88.9K 0.32% 46
2026
Q1 		$5.42M Sell
118,669
-101
-0.1% -$4.74K 0.33% 45
2025
Q4 		$5.27M Buy
118,770
+1,177
+1% +$51.4K 0.32% 44
2025
Q3 		$5.03M Hold
117,593
– – 0.32% 44
2025
Q2 		$4.76M Buy
117,593
+12,425
+12% +$476K 0.34% 41
2025
Q1 		$3.83M Sell
105,168
-2,065
-2% -$74.6K 0.3% 43
2024
Q4 		$3.66M Buy
107,233
+1,468
+1% +$52.6K 0.29% 44
2024
Q3 		$3.97M Sell
105,765
-2,025
-2% -$73.1K 0.31% 42
2024
Q2 		$3.78M Buy
107,790
+1,181
+1% +$42K 0.33% 39
2024
Q1 		$3.82M Buy
106,609
+45,952
+76% +$1.58M 0.33% 35
2023
Q4 		$2.06M Buy
60,657
+30,478
+101% +$967K 0.2% 41
2023
Q3 		$910K Hold
30,179
– – 0.1% 60
2023
Q2 		$982K Buy
30,179
+4,751
+19% +$155K 0.1% 59
2023
Q1 		$817K Hold
25,428
– – 0.08% 70
2022
Q4 		$755K Buy
25,428
+288
+1% +$8.27K 0.08% 69
2022
Q3 		$649K Buy
+25,140
New +$725K 0.07% 66

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

LBMC Investment Advisors's SPDW Position: Q2 2026 in Review

LBMC Investment Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.5% in Q2 2026, selling an estimated $88.9K and leaving 116,875 shares worth $5.89M. The position accounts for 0.32% of the portfolio, ranked #46.

LBMC Investment Advisors first reported a position in SPDW in Q3 2022 and has held it in 16 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • LBMC Investment Advisors held 116,875 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.89M as of Q2 2026.
  • LBMC Investment Advisors sold 1,794 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $88.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.32% of LBMC Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • LBMC Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 16 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 LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.