Level Four Advisory Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Level Four Advisory Services’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	$1.79M	Buy	35,571 +2,439	+7%	+$121K	0.05%	332
2026 Q1	$1.51M	Sell	33,132 -1,782	-5%	-$83.6K	0.05%	343
2025 Q4	$1.55M	Sell	34,914 -3,709	-10%	-$162K	0.05%	326
2025 Q3	$1.65M	Sell	38,623 -4,451	-10%	-$184K	0.06%	309
2025 Q2	$1.74M	Sell	43,074 -10,218	-19%	-$392K	0.06%	272
2025 Q1	$1.94M	Sell	53,292 -23,407	-31%	-$846K	0.08%	247
2024 Q4	$2.62M	Buy	+76,699	New	+$2.75M	0.11%	211
2023 Q2	–	Sell	-132,225	Closed	-$4.25M	–	845
2023 Q1	$4.25M	Sell	132,225 -63,180	-32%	-$1.99M	0.28%	84
2022 Q4	$5.8M	Sell	195,405 -42,935	-18%	-$1.23M	0.43%	55
2022 Q3	$6.15M	Buy	238,340 +4,370	+2%	+$126K	0.6%	32
2022 Q2	$6.75M	Buy	233,970 +9,542	+4%	+$302K	0.64%	29
2022 Q1	$7.69M	Sell	224,428 -12,191	-5%	-$423K	0.6%	29
2021 Q4	$8.63M	Buy	236,619 +18,921	+9%	+$696K	0.66%	26
2021 Q3	$7.88M	Buy	217,698 +193,888	+814%	+$7.2M	0.82%	23
2021 Q2	$876K	Buy	23,810 +307	+1%	+$11.4K	0.06%	290
2021 Q1	$831K	Sell	23,503 -56,225	-71%	-$1.97M	0.06%	293
2020 Q4	$2.69M	Sell	79,728 -51,186	-39%	-$1.61M	0.22%	121
2020 Q3	$3.83M	Buy	130,914 +7,816	+6%	+$228K	0.3%	81
2020 Q2	$3.4M	Buy	123,098 +74,631	+154%	+$1.95M	0.26%	95
2020 Q1	$1.16M	Buy	48,467 +12,328	+34%	+$353K	0.14%	180
2019 Q4	$1.13M	Buy	36,139 +19,724	+120%	+$601K	0.04%	263
2019 Q3	$483K	Sell	16,415 -2,560	-13%	-$74.2K	0.05%	328
2019 Q2	$554K	Buy	18,975 +1,823	+11%	+$53.7K	0.06%	304
2019 Q1	$499K	Buy	17,152 +2,474	+17%	+$70.5K	0.06%	317
2018 Q4	$388K	Buy	14,678 +1,105	+8%	+$31.1K	0.05%	350
2018 Q3	$418K	Sell	13,573 -4,549	-25%	-$139K	0.05%	380
2018 Q2	$550K	Buy	18,122 +6,481	+56%	+$205K	0.04%	366
2018 Q1	$366K	Buy	+11,641	New	+$374K	0.03%	405

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

Level Four Advisory Services's SPDW Position: Q2 2026 in Review

Level Four Advisory Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.4% in Q2 2026, buying an estimated $121K and bringing the position to 35,571 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #332.

Level Four Advisory Services first reported a position in SPDW in Q1 2018 and has held it in 28 quarters since. The position peaked at $8.63M in Q4 2021. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Level Four Advisory Services held 35,571 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.79M as of Q2 2026.
Level Four Advisory Services bought 2,439 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $121K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Level Four Advisory Services's portfolio in Q2 2026, its #332 holding.
Level Four Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 28 quarters since.
Level Four Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.63M in Q4 2021.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.