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

LWM 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 		– Sell
-19,208
Closed -$877K – 93
2026
Q1 		$877K Sell
19,208
-8,898
-32% -$418K 0.94% 20
2025
Q4 		$1.25M Buy
28,106
+4,537
+19% +$198K 0.73% 28
2025
Q3 		$1.01M Buy
23,569
+96
+0.4% +$3.98K 0.59% 35
2025
Q2 		$950K Sell
23,473
-429
-2% -$16.4K 0.66% 31
2025
Q1 		$870K Sell
23,902
-1,007
-4% -$36.4K 0.6% 32
2024
Q4 		$850K Sell
24,909
-2,303
-8% -$82.5K 0.59% 33
2024
Q3 		$1.02M Sell
27,212
-4,553
-14% -$164K 0.76% 28
2024
Q2 		$1.11M Sell
31,765
-286
-0.9% -$10.2K 0.94% 25
2024
Q1 		$1.15M Sell
32,051
-7,738
-19% -$266K 0.92% 25
2023
Q4 		$1.35M Buy
39,789
+1,576
+4% +$50K 1.19% 18
2023
Q3 		$1.18M Buy
38,213
+350
+0.9% +$11.3K 1.27% 17
2023
Q2 		$1.23M Buy
37,863
+991
+3% +$32.3K 1.3% 15
2023
Q1 		$1.18M Buy
36,872
+11,297
+44% +$357K 1.26% 18
2022
Q4 		$759K Buy
25,575
+3,155
+14% +$90.6K 0.84% 24
2022
Q3 		$578K Buy
22,420
+6,576
+42% +$190K 0.65% 43
2022
Q2 		$457K Buy
15,844
+175
+1% +$5.54K 0.55% 56
2022
Q1 		$537K Sell
15,669
-107
-0.7% -$3.71K 0.67% 42
2021
Q4 		$576K Buy
+15,776
New +$580K 0.71% 40

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

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

LWM Advisory Services sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 19,208 shares — an estimated $877K sold.

LWM Advisory Services first reported a position in SPDW in Q4 2021 and held it in 18 quarters. The position peaked at $1.35M in Q4 2023. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • LWM Advisory Services reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • LWM Advisory Services sold 19,208 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $877K.
  • LWM Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 18 quarters.
  • LWM Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.35M in Q4 2023.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.