LPL Financial
SPDW icon

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

LPL Financial’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 		$1.97B Buy
39,005,504
+979,702
+3% +$48.6M 0.44% 37
2026
Q1 		$1.74B Buy
38,025,802
+681,940
+2% +$32M 0.46% 41
2025
Q4 		$1.66B Buy
37,343,862
+3,292,815
+10% +$144M 0.45% 44
2025
Q3 		$1.46B Buy
34,051,047
+4,044,799
+13% +$168M 0.42% 44
2025
Q2 		$1.21B Sell
30,006,248
-727,317
-2% -$27.9M 0.41% 47
2025
Q1 		$1.12B Buy
30,733,565
+2,701,493
+10% +$97.6M 0.44% 43
2024
Q4 		$957M Buy
28,032,072
+771,500
+3% +$27.6M 0.39% 50
2024
Q3 		$1.02B Sell
27,260,572
-586,134
-2% -$21.2M 0.46% 40
2024
Q2 		$977M Buy
27,846,706
+2,244,478
+9% +$79.8M 0.49% 37
2024
Q1 		$918M Buy
25,602,228
+689,664
+3% +$23.7M 0.49% 37
2023
Q4 		$847M Buy
24,912,564
+2,247,432
+10% +$71.3M 0.51% 34
2023
Q3 		$703M Buy
22,665,132
+2,044,508
+10% +$66M 0.49% 37
2023
Q2 		$671M Buy
20,620,624
+3,027,000
+17% +$98.8M 0.48% 36
2023
Q1 		$565M Buy
17,593,624
+2,917,012
+20% +$92.1M 0.44% 42
2022
Q4 		$436M Buy
14,676,612
+2,065,576
+16% +$59.3M 0.37% 51
2022
Q3 		$325M Buy
12,611,036
+1,393,138
+12% +$40.2M 0.31% 66
2022
Q2 		$324M Buy
11,217,898
+277,448
+3% +$8.78M 0.31% 65
2022
Q1 		$375M Buy
10,940,450
+1,480,480
+16% +$51.4M 0.32% 62
2021
Q4 		$345M Buy
9,459,970
+2,047,670
+28% +$75.3M 0.29% 73
2021
Q3 		$268M Buy
7,412,300
+2,607,752
+54% +$96.8M 0.25% 83
2021
Q2 		$177M Buy
4,804,548
+1,207,757
+34% +$44.8M 0.18% 109
2021
Q1 		$127M Buy
3,596,791
+999,317
+38% +$35M 0.15% 132
2020
Q4 		$87.7M Buy
2,597,474
+594,464
+30% +$18.7M 0.11% 171
2020
Q3 		$58.6M Buy
2,003,010
+288,809
+17% +$8.43M 0.09% 204
2020
Q2 		$47.3M Buy
1,714,201
+413,117
+32% +$10.8M 0.08% 220
2020
Q1 		$31.1M Buy
1,301,084
+521,842
+67% +$14.9M 0.07% 239
2019
Q4 		$24.4M Buy
779,242
+213,031
+38% +$6.49M 0.04% 310
2019
Q3 		$16.6M Buy
566,211
+83,067
+17% +$2.41M 0.03% 375
2019
Q2 		$14.3M Buy
483,144
+126,416
+35% +$3.72M 0.03% 413
2019
Q1 		$10.4M Sell
356,728
-45,382
-11% -$1.29M 0.02% 480
2018
Q4 		$10.6M Buy
402,110
+234,279
+140% +$6.6M 0.03% 427
2018
Q3 		$5.16M Buy
167,831
+11,975
+8% +$366K 0.01% 725
2018
Q2 		$4.74M Sell
155,856
-7,906
-5% -$250K 0.01% 735
2018
Q1 		$5.15M Buy
163,762
+21,569
+15% +$692K 0.01% 687
2017
Q4 		$4.51M Buy
142,193
+67,431
+90% +$2.1M 0.01% 705
2017
Q3 		$2.29M Sell
74,762
-1,095
-1% -$32.7K 0.01% 913
2017
Q2 		$2.21M Sell
75,857
-38,367
-34% -$1.1M 0.01% 873
2017
Q1 		$3.16M Sell
114,224
-6,896
-6% -$186K 0.02% 610
2016
Q4 		$3.13M Sell
121,120
-2,697
-2% -$69.6K 0.02% 587
2016
Q3 		$3.26M Buy
123,817
+5,983
+5% +$155K 0.03% 535
2016
Q2 		$2.89M Sell
117,834
-95,984
-45% -$2.45M 0.02% 574
2016
Q1 		$5.25M Sell
213,818
-6,250
-3% -$151K 0.01% 695
2015
Q4 		$5.56M Buy
220,068
+126,258
+135% +$3.35M 0.02% 672
2015
Q3 		$2.47M Buy
93,810
+14,935
+19% +$406K 0.01% 745
2015
Q2 		$2.19M Buy
78,875
+4,353
+6% +$128K 0.01% 856
2015
Q1 		$2.12M Sell
74,522
-7,112
-9% -$197K 0.01% 882
2014
Q4 		$2.2M Sell
81,634
-13,139
-14% -$363K 0.01% 833
2014
Q3 		$2.66M Sell
94,773
-6,980
-7% -$207K 0.02% 724
2014
Q2 		$3.08M Sell
101,753
-12,820
-11% -$384K 0.02% 671
2014
Q1 		$3.37M Buy
114,573
+7,901
+7% +$228K 0.02% 589
2013
Q4 		$3.13M Buy
106,672
+15,347
+17% +$440K 0.02% 617
2013
Q3 		$2.59M Buy
91,325
+8,437
+10% +$227K 0.02% 659
2013
Q2 		$2.08M Buy
+82,888
New +$2.2M 0.02% 707

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
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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial's SPDW Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.6% in Q2 2026, buying an estimated $48.6M and bringing the position to 39,005,504 shares worth $1.97B. The position accounts for 0.44% of the portfolio, ranked #37.

LPL Financial first reported a position in SPDW in Q2 2013 and has held it in 53 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • LPL Financial held 39,005,504 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.97B as of Q2 2026.
  • LPL Financial bought 979,702 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $48.6M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.44% of LPL Financial's portfolio in Q2 2026, its #37 holding.
  • LPL Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2013 and has held it in 53 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.