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Oppenheimer & Co’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Oppenheimer & Co’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 		$373K Buy
7,395
+1,894
+34% +$93.9K ﹤0.01% 1388
2026
Q1 		$251K Buy
+5,501
New +$258K ﹤0.01% 1469
2025
Q2 		– Sell
-6,071
Closed -$221K – 1693
2025
Q1 		$221K Buy
+6,071
New +$219K ﹤0.01% 1416

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

Oppenheimer & Co's SPDW Position: Q2 2026 in Review

Oppenheimer & Co increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 34% in Q2 2026, buying an estimated $93.9K and bringing the position to 7,395 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Oppenheimer & Co first reported a position in SPDW in Q1 2025 and has held it in 3 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Oppenheimer & Co held 7,395 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $373K as of Q2 2026.
  • Oppenheimer & Co bought 1,894 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $93.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1388 holding.
  • Oppenheimer & Co first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 3 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 Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.