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Omni 360 Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Omni 360 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 		$427K Buy
8,484
+40
+0.5% +$1.98K 0.2% 90
2026
Q1 		$385K Buy
8,444
+66
+0.8% +$3.1K 0.2% 94
2025
Q4 		$387K Buy
8,378
+111
+1% +$4.85K 0.2% 91
2025
Q3 		$354K Sell
8,267
-106
-1% -$4.39K 0.2% 91
2025
Q2 		$339K Sell
8,373
-296
-3% -$11.3K 0.21% 87
2025
Q1 		$316K Buy
8,669
+46
+0.5% +$1.66K 0.21% 81
2024
Q4 		$294K Buy
8,623
+3
+0% +$107 0.2% 90
2024
Q3 		$324K Sell
8,620
-922
-10% -$33.3K 0.22% 91
2024
Q2 		$335K Buy
9,542
+39
+0.4% +$1.39K 0.25% 83
2024
Q1 		$341K Buy
9,503
+344
+4% +$11.8K 0.28% 76
2023
Q4 		$311K Buy
+9,159
New +$291K 0.29% 75

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

Omni 360 Wealth's SPDW Position: Q2 2026 in Review

Omni 360 Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.47% in Q2 2026, buying an estimated $1.98K and bringing the position to 8,484 shares worth $427K. The position accounts for 0.2% of the portfolio, ranked #90.

Omni 360 Wealth first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Omni 360 Wealth held 8,484 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $427K as of Q2 2026.
  • Omni 360 Wealth bought 40 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.98K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.2% of Omni 360 Wealth's portfolio in Q2 2026, its #90 holding.
  • Omni 360 Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 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 Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.