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

Nations Financial Group’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	$1.07M	Buy	21,237 +150	+0.7%	+$7.44K	0.05%	361
2026 Q1	$963K	Buy	21,087 +3,354	+19%	+$157K	0.05%	377
2025 Q4	$788K	Buy	17,733 +8,763	+98%	+$383K	0.04%	413
2025 Q3	$384K	Hold	8,970	–	–	0.02%	539
2025 Q2	$363K	Hold	8,970	–	–	0.03%	519
2025 Q1	$327K	Sell	8,970 -150	-2%	-$5.42K	0.02%	519
2024 Q4	$311K	Hold	9,120	–	–	0.02%	542
2024 Q3	$343K	Buy	9,120 +88	+1%	+$3.18K	0.02%	536
2024 Q2	$317K	Hold	9,032	–	–	0.03%	521
2024 Q1	$324K	Sell	9,032 -159	-2%	-$5.46K	0.03%	517
2023 Q4	$313K	Hold	9,191	–	–	0.03%	508
2023 Q3	$285K	Hold	9,191	–	–	0.03%	506
2023 Q2	$299K	Sell	9,191 -109	-1%	-$3.56K	0.03%	497
2023 Q1	$299K	Hold	9,300	–	–	0.03%	483
2022 Q4	$276K	Hold	9,300	–	–	0.03%	487
2022 Q3	$240K	Hold	9,300	–	–	0.03%	452
2022 Q2	$268K	Hold	9,300	–	–	0.04%	434
2022 Q1	$319K	Hold	9,300	–	–	0.04%	416
2021 Q4	$339K	Buy	9,300 +23	+0.2%	+$846	0.04%	363
2021 Q3	$336K	Sell	9,277 -95	-1%	-$3.53K	0.05%	333
2021 Q2	$345K	Buy	9,372 +2	+0%	+$74	0.06%	307
2021 Q1	$331K	Sell	9,370 -814	-8%	-$28.5K	0.08%	272
2020 Q4	$344K	Buy	10,184 +93	+0.9%	+$2.93K	0.09%	244
2020 Q3	$295K	Sell	10,091 -494	-5%	-$14.4K	0.09%	230
2020 Q2	$292K	Sell	10,585 -306	-3%	-$8.01K	0.1%	212
2020 Q1	$261K	Hold	10,891	–	–	0.11%	212
2019 Q4	$341K	Hold	10,891	–	–	0.12%	215
2019 Q3	$330K	Buy	+10,891	New	+$316K	0.12%	217

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

MFS

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Nations Financial Group's SPDW Position: Q2 2026 in Review

Nations Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.71% in Q2 2026, buying an estimated $7.44K and bringing the position to 21,237 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #361.

Nations Financial Group first reported a position in SPDW in Q3 2019 and has held it in 28 quarters since. 443 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Nations Financial Group held 21,237 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.07M as of Q2 2026.
Nations Financial Group bought 150 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $7.44K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #361 holding.
Nations Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 28 quarters since.
443 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.