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

Lifestyle Asset 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 		$12.7M Buy
252,199
+5,615
+2% +$278K 3.42% 6
2026
Q1 		$11.3M Buy
246,584
+7,798
+3% +$366K 3.68% 6
2025
Q4 		$10.6M Buy
238,786
+41,880
+21% +$1.83M 3.45% 7
2025
Q3 		$8.43M Buy
196,906
+25,915
+15% +$1.07M 2.88% 8
2025
Q2 		$6.92M Buy
170,991
+20,878
+14% +$800K 3.23% 8
2025
Q1 		$5.47M Sell
150,113
-20,517
-12% -$741K 3% 10
2024
Q4 		$5.82M Buy
170,630
+7,366
+5% +$264K 3.17% 8
2024
Q3 		$6.13M Buy
163,264
+2,296
+1% +$82.9K 3.39% 7
2024
Q2 		$5.65M Sell
160,968
-6,171
-4% -$219K 3.24% 8
2024
Q1 		$5.99M Sell
167,139
-1,272
-0.8% -$43.7K 3.54% 7
2023
Q4 		$5.73M Sell
168,411
-10,815
-6% -$343K 3.18% 8
2023
Q3 		$5.56M Buy
179,226
+2,289
+1% +$73.9K 3.37% 9
2023
Q2 		$5.76M Sell
176,937
-9,000
-5% -$294K 3.46% 9
2023
Q1 		$5.97M Buy
185,937
+5,631
+3% +$178K 3.99% 8
2022
Q4 		$5.35M Buy
+180,306
New +$5.18M 4.28% 6

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

Lifestyle Asset Management's SPDW Position: Q2 2026 in Review

Lifestyle Asset Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.3% in Q2 2026, buying an estimated $278K and bringing the position to 252,199 shares worth $12.7M. The position accounts for 3.42% of the portfolio, ranked #6.

Lifestyle Asset Management first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Lifestyle Asset Management held 252,199 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $12.7M as of Q2 2026.
  • Lifestyle Asset Management bought 5,615 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $278K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 3.42% of Lifestyle Asset Management's portfolio in Q2 2026, its #6 holding.
  • Lifestyle Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 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 Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.