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

Narus Financial Partners’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 		$1.61M Buy
32,002
+2,494
+8% +$124K 0.41% 45
2026
Q1 		$1.35M Buy
29,508
+1,684
+6% +$79K 0.35% 50
2025
Q4 		$1.24M Buy
27,824
+307
+1% +$13.4K 0.34% 53
2025
Q3 		$1.18M Buy
27,517
+845
+3% +$35K 0.32% 54
2025
Q2 		$1.08M Buy
26,672
+1,002
+4% +$38.4K 0.34% 51
2025
Q1 		$935K Buy
25,670
+261
+1% +$9.43K 0.32% 53
2024
Q4 		$867K Sell
25,409
-660
-3% -$23.6K 0.29% 57
2024
Q3 		$979K Sell
26,069
-471
-2% -$17K 0.35% 55
2024
Q2 		$931K Buy
26,540
+733
+3% +$26.1K 0.38% 54
2024
Q1 		$925K Sell
25,807
-246
-0.9% -$8.45K 0.39% 54
2023
Q4 		$886K Sell
26,053
-1,404
-5% -$44.6K 0.43% 51
2023
Q3 		$851K Buy
27,457
+796
+3% +$25.7K 0.44% 40
2023
Q2 		$868K Buy
26,661
+2,024
+8% +$66.1K 0.45% 42
2023
Q1 		$791K Buy
24,637
+531
+2% +$16.8K 0.43% 44
2022
Q4 		$716K Sell
24,106
-2,060
-8% -$59.1K 0.41% 40
2022
Q3 		$675K Sell
26,166
-1,171
-4% -$33.8K 0.43% 41
2022
Q2 		$788K Sell
27,337
-7,004
-20% -$222K 0.5% 38
2022
Q1 		$1.18M Buy
+34,341
New +$1.19M 0.66% 25
2021
Q1 		$840K Buy
+23,746
New +$832K 0.5% 26
2019
Q4 		$379K Buy
12,083
+1,101
+10% +$33.5K 0.27% 42
2019
Q3 		$322K Buy
10,982
+1,770
+19% +$51.3K 0.24% 49
2019
Q2 		$273K Buy
+9,212
New +$271K 0.21% 56

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

Narus Financial Partners's SPDW Position: Q2 2026 in Review

Narus Financial Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.5% in Q2 2026, buying an estimated $124K and bringing the position to 32,002 shares worth $1.61M. The position accounts for 0.41% of the portfolio, ranked #45.

Narus Financial Partners first reported a position in SPDW in Q2 2019 and has held it in 22 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Narus Financial Partners held 32,002 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.61M as of Q2 2026.
  • Narus Financial Partners bought 2,494 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $124K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.41% of Narus Financial Partners's portfolio in Q2 2026, its #45 holding.
  • Narus Financial Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 22 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 Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.