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

LVZ Inc’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	$510K	Hold	10,112	–	–	0.05%	110
2026 Q1	$462K	Buy	10,112 +2,468	+32%	+$116K	0.05%	100
2025 Q4	$339K	Buy	+7,644	New	+$334K	0.04%	124
2020 Q1	–	Sell	-26,155	Closed	-$820K	–	87
2019 Q4	$820K	Buy	26,155 +97	+0.4%	+$2.95K	0.16%	47
2019 Q3	$765K	Buy	26,058 +13,747	+112%	+$399K	0.17%	44
2019 Q2	$364K	Buy	12,311 +85	+0.7%	+$2.5K	0.08%	58
2019 Q1	$357K	Buy	+12,226	New	+$348K	0.08%	53
2018 Q3	–	Sell	-47,843	Closed	-$1.45M	–	81
2018 Q2	$1.45M	Buy	47,843 +12,083	+34%	+$382K	0.37%	21
2018 Q1	$1.12M	Buy	+35,760	New	+$1.15M	0.31%	24

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LVZ Inc's SPDW Position: Q2 2026 in Review

LVZ Inc held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 10,112 shares worth $510K. The position accounts for 0.05% of the portfolio, ranked #110.

LVZ Inc first reported a position in SPDW in Q1 2018 and has held it in 9 quarters since. The position peaked at $1.45M in Q2 2018. 541 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

LVZ Inc held 10,112 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $510K as of Q2 2026.
LVZ Inc 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 0.05% of LVZ Inc's portfolio in Q2 2026, its #110 holding.
LVZ Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 9 quarters since.
LVZ Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.45M in Q2 2018.
541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.