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

Legacy Edge 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	$1.62M	Hold	32,096	–	–	0.15%	78
2026 Q1	$1.47M	Sell	32,096 -517	-2%	-$24.3K	0.15%	78
2025 Q4	$1.45M	Buy	32,613 +406	+1%	+$17.7K	0.16%	81
2025 Q3	$1.38M	Buy	32,207 +17	+0.1%	+$704	0.16%	78
2025 Q2	$1.3M	Hold	32,190	–	–	0.17%	69
2025 Q1	$1.17M	Buy	32,190 +1,124	+4%	+$40.6K	0.18%	64
2024 Q4	$1.06M	Buy	31,066 +11,338	+57%	+$406K	0.17%	66
2024 Q3	$741K	Buy	19,728 +1,727	+10%	+$62.3K	0.12%	86
2024 Q2	$631K	Sell	18,001 -695	-4%	-$24.7K	0.12%	93
2024 Q1	$670K	Sell	18,696 -150	-0.8%	-$5.15K	0.14%	81
2023 Q4	$641K	Buy	+18,846	New	+$598K	0.15%	85

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 22.9% 1-Year Est. Return

Legacy Edge Advisors's SPDW Position: Q2 2026 in Review

Legacy Edge Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 32,096 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #78.

Legacy Edge Advisors first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,235 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Legacy Edge Advisors held 32,096 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.62M as of Q2 2026.
Legacy Edge Advisors 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 0.15% of Legacy Edge Advisors's portfolio in Q2 2026, its #78 holding.
Legacy Edge Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.