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New England Capital Financial Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

New England Capital Financial 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 		$10.8M Sell
214,550
-7,182
-3% -$356K 2.58% 10
2026
Q1 		$10.1M Sell
221,732
-9,997
-4% -$469K 2.77% 9
2025
Q4 		$10.3M Buy
231,729
+7,671
+3% +$335K 4.02% 9
2025
Q3 		$9.59M Buy
224,058
+4,307
+2% +$178K 4.08% 8
2025
Q2 		$8.9M Buy
219,751
+7,022
+3% +$269K 4.07% 8
2025
Q1 		$7.75M Sell
212,729
-15,965
-7% -$577K 3.94% 8
2024
Q4 		$7.81M Buy
228,694
+12,214
+6% +$437K 3.81% 8
2024
Q3 		$8.13M Buy
216,480
+3,682
+2% +$133K 4.22% 7
2024
Q2 		$7.46M Buy
212,798
+3,519
+2% +$125K 4.17% 7
2024
Q1 		$7.5M Buy
209,279
+6,053
+3% +$208K 4.23% 7
2023
Q4 		$6.91M Buy
203,226
+15,827
+8% +$502K 4.15% 7
2023
Q3 		$5.81M Buy
187,399
+7,766
+4% +$251K 4% 6
2023
Q2 		$5.85M Buy
179,633
+31,670
+21% +$1.03M 3.86% 6
2023
Q1 		$4.75M Buy
147,963
+8,698
+6% +$275K 3.36% 6
2022
Q4 		$4.47M Buy
+139,265
New +$4M 3.17% 6

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
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
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

New England Capital Financial Advisors's SPDW Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.2% in Q2 2026, selling an estimated $356K and leaving 214,550 shares worth $10.8M. The position accounts for 2.58% of the portfolio, ranked #10.

New England Capital Financial Advisors first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 834 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • New England Capital Financial Advisors held 214,550 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.8M as of Q2 2026.
  • New England Capital Financial Advisors sold 7,182 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $356K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.58% of New England Capital Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • New England Capital Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • 834 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.