NewEdge Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

NewEdge Wealth’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	$2.62M	Buy	52,043 +7	+0%	+$347	0.03%	387
2026 Q1	$2.38M	Hold	52,036	–	–	0.03%	381
2025 Q4	$2.31M	Buy	52,036 +9	+0%	+$393	0.03%	413
2025 Q3	$2.25M	Sell	52,027 -225	-0.4%	-$9.32K	0.03%	369
2025 Q2	$2.14M	Buy	52,252 +419	+0.8%	+$16.1K	0.03%	365
2025 Q1	$1.89M	Sell	51,833 -6,146	-11%	-$222K	0.03%	358
2024 Q4	$1.98M	Buy	57,979 +2,005	+4%	+$71.8K	0.03%	360
2024 Q3	$2.1M	Buy	+55,974	New	+$2.02M	0.04%	335

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Wealth's SPDW Position: Q2 2026 in Review

NewEdge Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.01% in Q2 2026, buying an estimated $347 and bringing the position to 52,043 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #387.

NewEdge Wealth first reported a position in SPDW in Q3 2024 and has held it in 8 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

NewEdge Wealth held 52,043 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.62M as of Q2 2026.
NewEdge Wealth bought 7 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $347.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #387 holding.
NewEdge Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 8 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.