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

Lifeworks 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 		$63M Buy
1,249,765
+86,028
+7% +$4.26M 6.59% 1
2026
Q1 		$53.1M Buy
1,163,737
+23,100
+2% +$1.08M 6.82% 1
2025
Q4 		$50.7M Buy
1,140,637
+105,354
+10% +$4.6M 6.56% 1
2025
Q3 		$44.3M Buy
1,035,283
+133,328
+15% +$5.52M 5.9% 1
2025
Q2 		$36.5M Buy
901,955
+84,531
+10% +$3.24M 5.45% 1
2025
Q1 		$29.8M Buy
817,424
+106,786
+15% +$3.86M 4.95% 1
2024
Q4 		$24.3M Buy
710,638
+174,180
+32% +$6.24M 4.38% 1
2024
Q3 		$20.1M Buy
536,458
+194,058
+57% +$7.01M 3.96% 1
2024
Q2 		$12M Buy
342,400
+73,813
+27% +$2.63M 3.34% 2
2024
Q1 		$9.63M Buy
268,587
+109,039
+68% +$3.75M 2.69% 4
2023
Q4 		$5.43M Buy
159,548
+39,938
+33% +$1.27M 1.87% 10
2023
Q3 		$3.71M Buy
119,610
+74,704
+166% +$2.41M 1.44% 21
2023
Q2 		$1.46M Buy
44,906
+17,612
+65% +$575K 0.62% 50
2023
Q1 		$877K Buy
+27,294
New +$862K 0.41% 80

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

Lifeworks Advisors's SPDW Position: Q2 2026 in Review

Lifeworks Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.4% in Q2 2026, buying an estimated $4.26M and bringing the position to 1,249,765 shares worth $63M. The position accounts for 6.59% of the portfolio, ranked #1.

Lifeworks Advisors first reported a position in SPDW in Q1 2023 and has held it in 14 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Lifeworks Advisors held 1,249,765 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $63M as of Q2 2026.
  • Lifeworks Advisors bought 86,028 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $4.26M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.59% of Lifeworks Advisors's portfolio in Q2 2026, its #1 holding.
  • Lifeworks Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 14 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 Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.