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

Outlook Wealth 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	$1.53M	Sell	30,356 -11,333	-27%	-$562K	0.33%	68
2026 Q1	$1.9M	Sell	41,689 -4,959	-11%	-$233K	0.46%	46
2025 Q4	$2.07M	Buy	46,648 +8,327	+22%	+$364K	0.47%	44
2025 Q3	$1.64M	Buy	38,321 +10,797	+39%	+$447K	0.41%	54
2025 Q2	$1.11M	Sell	27,524 -30,418	-52%	-$1.17M	0.29%	65
2025 Q1	$2.11M	Buy	57,942 +19,952	+53%	+$721K	0.59%	30
2024 Q4	$1.3M	Buy	37,990 +1,787	+5%	+$64K	0.37%	54
2024 Q3	$1.36M	Sell	36,203 -26,730	-42%	-$965K	0.39%	50
2024 Q2	$1.61M	Buy	62,933 +23,411	+59%	+$833K	0.5%	39
2024 Q1	$1.42M	Sell	39,522 -3,543	-8%	-$122K	0.44%	46
2023 Q4	$1.46M	Sell	43,065 -1,653	-4%	-$52.5K	0.51%	45
2023 Q3	$1.39M	Sell	44,718 -1,159	-3%	-$37.4K	0.53%	45
2023 Q2	$1.49M	Sell	45,877 -15,066	-25%	-$492K	0.56%	42
2023 Q1	$1.96M	Buy	+60,943	New	+$1.92M	0.87%	28
2019 Q1	–	Sell	-31,406	Closed	-$8.31M	–	181
2018 Q4	$8.31M	Buy	+31,406	New	+$885K	3.79%	4

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

Outlook Wealth Advisors's SPDW Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 27% in Q2 2026, selling an estimated $562K and leaving 30,356 shares worth $1.53M. The position accounts for 0.33% of the portfolio, ranked #68.

Outlook Wealth Advisors first reported a position in SPDW in Q4 2018 and has held it in 15 quarters since. The position peaked at $8.31M in Q4 2018. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Outlook Wealth Advisors held 30,356 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.53M as of Q2 2026.
Outlook Wealth Advisors sold 11,333 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $562K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.33% of Outlook Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 15 quarters since.
Outlook Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.31M in Q4 2018.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.