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Naples Global Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Naples Global Advisors’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 		$400K Sell
7,930
-25
-0.3% -$1.24K 0.02% 371
2026
Q1 		$363K Sell
7,955
-1,000
-11% -$46.9K 0.03% 365
2025
Q4 		$398K Buy
8,955
+200
+2% +$8.74K 0.03% 356
2025
Q3 		$375K Hold
8,755
– – 0.03% 358
2025
Q2 		$354K Buy
8,755
+300
+4% +$11.5K 0.03% 346
2025
Q1 		$308K Sell
8,455
-400
-5% -$14.5K 0.03% 347
2024
Q4 		$302K Hold
8,855
– – 0.03% 350
2024
Q3 		$333K Sell
8,855
-375
-4% -$13.5K 0.03% 338
2024
Q2 		$324K Sell
9,230
-25
-0.3% -$889 0.03% 331
2024
Q1 		$332K Hold
9,255
– – 0.03% 334
2023
Q4 		$315K Sell
9,255
-3,200
-26% -$102K 0.03% 339
2023
Q3 		$386K Buy
12,455
+300
+2% +$9.69K 0.05% 304
2023
Q2 		$396K Buy
12,155
+600
+5% +$19.6K 0.05% 308
2023
Q1 		$371K Hold
11,555
– – 0.05% 311
2022
Q4 		$343K Sell
11,555
-275
-2% -$7.89K 0.04% 316
2022
Q3 		$305K Sell
11,830
-300
-2% -$8.65K 0.04% 315
2022
Q2 		$350K Hold
12,130
– – 0.05% 303
2022
Q1 		$416K Buy
12,130
+400
+3% +$13.9K 0.05% 299
2021
Q4 		$428K Sell
11,730
-183
-2% -$6.73K 0.05% 303
2021
Q3 		$431K Hold
11,913
– – 0.06% 291
2021
Q2 		$438K Buy
11,913
+100
+0.8% +$3.71K 0.06% 283
2021
Q1 		$418K Sell
11,813
-350
-3% -$12.3K 0.06% 280
2020
Q4 		$411K Sell
12,163
-925
-7% -$29.1K 0.07% 267
2020
Q3 		$383K Hold
13,088
– – 0.07% 249
2020
Q2 		$361K Buy
13,088
+100
+0.8% +$2.62K 0.08% 252
2020
Q1 		$311K Sell
12,988
-2,425
-16% -$69.4K 0.08% 242
2019
Q4 		$483K Buy
15,413
+108
+0.7% +$3.29K 0.1% 230
2019
Q3 		$449K Hold
15,305
– – 0.1% 230
2019
Q2 		$453K Buy
15,305
+325
+2% +$9.57K 0.11% 224
2019
Q1 		$438K Hold
14,980
– – 0.11% 222
2018
Q4 		$415K Sell
14,980
-5,250
-26% -$148K 0.12% 221
2018
Q3 		$622K Buy
20,230
+12,000
+146% +$367K 0.17% 180
2018
Q2 		$250K Sell
8,230
-288
-3% -$9.1K 0.07% 273
2018
Q1 		$268K Buy
8,518
+2,143
+34% +$68.8K 0.08% 259
2017
Q4 		$202K Buy
+6,375
New +$199K 0.06% 281

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

Naples Global Advisors's SPDW Position: Q2 2026 in Review

Naples Global Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.31% in Q2 2026, selling an estimated $1.24K and leaving 7,930 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #371.

Naples Global Advisors first reported a position in SPDW in Q4 2017 and has held it in 35 quarters since. The position peaked at $622K in Q3 2018. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Naples Global Advisors held 7,930 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $400K as of Q2 2026.
  • Naples Global Advisors sold 25 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.24K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #371 holding.
  • Naples Global Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 35 quarters since.
  • Naples Global Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $622K in Q3 2018.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.