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

Lido 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	$1.6M	Buy	31,703 +27,313	+622%	+$1.35M	﹤0.01%	885
2026 Q1	$200K	Buy	+4,390	New	+$206K	﹤0.01%	1780
2025 Q1	–	Sell	-25,282	Closed	-$863K	–	1599
2024 Q4	$863K	Buy	+25,282	New	+$905K	﹤0.01%	818
2023 Q4	–	Sell	-23,812	Closed	-$738K	–	1429
2023 Q3	$738K	Hold	23,812	–	–	0.01%	631
2023 Q2	$775K	Buy	+23,812	New	+$777K	0.01%	602
2022 Q3	–	Sell	-13,295	Closed	-$383K	–	1029
2022 Q2	$383K	Buy	+13,295	New	+$421K	0.01%	630

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

Lido Advisors's SPDW Position: Q2 2026 in Review

Lido Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 622% in Q2 2026, buying an estimated $1.35M and bringing the position to 31,703 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Lido Advisors first reported a position in SPDW in Q2 2022 and has held it in 6 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Lido Advisors held 31,703 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.6M as of Q2 2026.
Lido Advisors bought 27,313 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.35M.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #885 holding.
Lido Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 6 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 Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.