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

Leavell Investment Management’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	$222K	Hold	4,409	–	–	0.01%	601
2026 Q1	$201K	Buy	+4,409	New	+$207K	0.01%	592
2023 Q3	–	Sell	-6,839	Closed	-$223K	–	462
2023 Q2	$223K	Sell	6,839 -700	-9%	-$22.8K	0.02%	436
2023 Q1	$242K	Hold	7,539	–	–	0.02%	420
2022 Q4	$224K	Buy	+7,539	New	+$216K	0.02%	417
2022 Q3	–	Sell	-7,389	Closed	-$213K	–	443
2022 Q2	$213K	Buy	7,389 +1,025	+16%	+$32.4K	0.02%	412
2022 Q1	$218K	Hold	6,364	–	–	0.02%	400
2021 Q4	$232K	Buy	+6,364	New	+$234K	0.02%	408

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

Leavell Investment Management's SPDW Position: Q2 2026 in Review

Leavell Investment Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 4,409 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #601.

Leavell Investment Management first reported a position in SPDW in Q4 2021 and has held it in 8 quarters since. The position peaked at $242K in Q1 2023. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Leavell Investment Management held 4,409 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $222K as of Q2 2026.
Leavell Investment Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #601 holding.
Leavell Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 8 quarters since.
Leavell Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $242K in Q1 2023.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.