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

Novus 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 		$3.3M Sell
65,512
-21,088
-24% -$1.05M 6.88% 4
2026
Q1 		$3.95M Sell
86,600
-6,495
-7% -$305K 8.84% 2
2025
Q4 		$4.13M Buy
93,095
+15,659
+20% +$684K 9.24% 2
2025
Q3 		$3.31M Buy
77,436
+19,770
+34% +$819K 7.61% 3
2025
Q2 		$2.33M Sell
57,666
-53,740
-48% -$2.06M 3.56% 7
2025
Q1 		$4.06M Buy
111,406
+39,955
+56% +$1.44M 4.09% 2
2024
Q4 		$2.44M Buy
+71,451
New +$2.56M 2.43% 13

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Novus Advisors's SPDW Position: Q2 2026 in Review

Novus Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 24% in Q2 2026, selling an estimated $1.05M and leaving 65,512 shares worth $3.3M. The position accounts for 6.88% of the portfolio, ranked #4.

Novus Advisors first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.13M in Q4 2025. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Novus Advisors held 65,512 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.3M as of Q2 2026.
  • Novus Advisors sold 21,088 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.05M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.88% of Novus Advisors's portfolio in Q2 2026, its #4 holding.
  • Novus Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • Novus Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.13M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.