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

Lloyd 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	$43.5K	Sell	864 -1,371	-61%	-$68K	0.02%	250
2026 Q1	$102K	Buy	+2,235	New	+$105K	0.03%	204
2023 Q4	–	Sell	-39,868	Closed	-$1.25M	–	309
2023 Q3	$1.25M	Buy	+39,868	New	+$1.29M	0.41%	49

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

Lloyd Advisory Services's SPDW Position: Q2 2026 in Review

Lloyd Advisory Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 61% in Q2 2026, selling an estimated $68K and leaving 864 shares worth $43.5K. The position accounts for 0.02% of the portfolio, ranked #250.

Lloyd Advisory Services first reported a position in SPDW in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.25M in Q3 2023. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Lloyd Advisory Services held 864 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $43.5K as of Q2 2026.
Lloyd Advisory Services sold 1,371 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $68K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #250 holding.
Lloyd Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 3 quarters since.
Lloyd Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.25M in Q3 2023.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.