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

Legacy Solutions LLC’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 		$9.93M Buy
197,021
+1,580
+0.8% +$78.3K 8.03% 2
2026
Q1 		$8.92M Sell
195,441
-14,322
-7% -$672K 8.27% 2
2025
Q4 		$9.32M Sell
209,763
-2,611
-1% -$114K 8.18% 2
2025
Q3 		$9.09M Sell
212,374
-2,063
-1% -$85.5K 8.17% 2
2025
Q2 		$8.68M Buy
214,437
+6,971
+3% +$267K 8.32% 2
2025
Q1 		$7.55M Buy
207,466
+5,524
+3% +$200K 8.32% 2
2024
Q4 		$6.89M Buy
+201,942
New +$7.23M 7.51% 3

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

Legacy Solutions LLC's SPDW Position: Q2 2026 in Review

Legacy Solutions LLC increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.81% in Q2 2026, buying an estimated $78.3K and bringing the position to 197,021 shares worth $9.93M. The position accounts for 8.03% of the portfolio, ranked #2.

Legacy Solutions LLC first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Legacy Solutions LLC held 197,021 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.93M as of Q2 2026.
  • Legacy Solutions LLC bought 1,580 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $78.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 8.03% of Legacy Solutions LLC's portfolio in Q2 2026, its #2 holding.
  • Legacy Solutions LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.