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Luken Investment Analytics’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Luken Investment Analytics’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 		$12M Buy
238,829
+6,135
+3% +$304K 4.21% 8
2026
Q1 		$10.6M Buy
232,694
+74,603
+47% +$3.5M 4.07% 10
2025
Q4 		$7.02M Buy
158,091
+645
+0.4% +$28.2K 2.77% 13
2025
Q3 		$6.74M Sell
157,446
-15,230
-9% -$631K 2.63% 14
2025
Q2 		$6.99M Buy
172,676
+20,972
+14% +$804K 3.06% 13
2025
Q1 		$5.52M Buy
151,704
+151,623
+187,189% +$5.48M 2.59% 15
2024
Q4 		$2.77K Hold
81
– – ﹤0.01% 129
2024
Q3 		$3.04K Sell
81
-10
-11% -$361 ﹤0.01% 118
2024
Q2 		$3.19K Sell
91
-28
-24% -$996 ﹤0.01% 134
2024
Q1 		$4.26K Sell
119
-8,002
-99% -$275K ﹤0.01% 115
2023
Q4 		$276K Buy
8,121
+7,827
+2,662% +$248K 0.15% 41
2023
Q3 		$9.12K Sell
294
-1,178
-80% -$38K 0.01% 116
2023
Q2 		$47.9K Sell
1,472
-67,465
-98% -$2.2M 0.03% 71
2023
Q1 		$2.21M Buy
68,937
+6,834
+11% +$216K 1.3% 13
2022
Q4 		$1.84M Buy
+62,103
New +$1.78M 1.18% 15
2020
Q4 		$4K Buy
+120
New +$3.78K ﹤0.01% 101

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

Luken Investment Analytics's SPDW Position: Q2 2026 in Review

Luken Investment Analytics increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.6% in Q2 2026, buying an estimated $304K and bringing the position to 238,829 shares worth $12M. The position accounts for 4.21% of the portfolio, ranked #8.

Luken Investment Analytics first reported a position in SPDW in Q4 2020 and has held it in 16 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Luken Investment Analytics held 238,829 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $12M as of Q2 2026.
  • Luken Investment Analytics bought 6,135 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $304K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.21% of Luken Investment Analytics's portfolio in Q2 2026, its #8 holding.
  • Luken Investment Analytics first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 16 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 Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.