Lowe Brockenbrough & Co’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lowe Brockenbrough & Co’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	$4.09M	Hold	81,222	–	–	0.18%	97
2026 Q1	$3.71M	Hold	81,222	–	–	0.18%	97
2025 Q4	$3.61M	Hold	81,222	–	–	0.18%	103
2025 Q3	$3.48M	Hold	81,222	–	–	0.18%	102
2025 Q2	$3.29M	Hold	81,222	–	–	0.18%	108
2025 Q1	$2.96M	Hold	81,222	–	–	0.19%	106
2024 Q4	$2.77M	Buy	81,222 +19,922	+32%	+$713K	0.18%	109
2024 Q3	$2.3M	Hold	61,300	–	–	0.15%	116
2024 Q2	$2.15M	Buy	61,300 +3,770	+7%	+$134K	0.14%	117
2024 Q1	$2.06M	Buy	57,530 +14,600	+34%	+$502K	0.14%	126
2023 Q4	$1.46M	Buy	42,930 +2,070	+5%	+$65.7K	0.11%	142
2023 Q3	$1.27M	Hold	40,860	–	–	0.1%	158
2023 Q2	$1.33M	Hold	40,860	–	–	0.1%	151
2023 Q1	$1.31M	Hold	40,860	–	–	0.11%	155
2022 Q4	$1.21M	Sell	40,860 -7,000	-15%	-$201K	0.11%	162
2022 Q3	$1.24M	Buy	47,860 +33,045	+223%	+$953K	0.12%	154
2022 Q2	$427K	Buy	+14,815	New	+$469K	0.04%	212

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

Lowe Brockenbrough & Co's SPDW Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 81,222 shares worth $4.09M. The position accounts for 0.18% of the portfolio, ranked #97.

Lowe Brockenbrough & Co first reported a position in SPDW in Q2 2022 and has held it in 17 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Lowe Brockenbrough & Co held 81,222 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.09M as of Q2 2026.
Lowe Brockenbrough & Co left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #97 holding.
Lowe Brockenbrough & Co first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 17 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 Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.