Paladin Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-51,932	Closed	-$1.54M	–	458
2022 Q4	$1.54M	Buy	51,932 +5,079	+11%	+$146K	1.32%	27
2022 Q3	$1.21M	Buy	46,853 +2,739	+6%	+$79K	1.1%	29
2022 Q2	$1.27M	Buy	+44,114	New	+$1.4M	1.09%	29
2022 Q1	–	Sell	-28,643	Closed	-$1.04M	–	474
2021 Q4	$1.04M	Buy	+28,643	New	+$1.05M	0.85%	33

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

Paladin Advisory Group's SPDW Position: Q2 2026 in Review

Paladin Advisory Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 30,320 shares worth $1.53M. The position accounts for 1.01% of the portfolio, ranked #29.

Paladin Advisory Group first reported a position in SPDW in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.25M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Paladin Advisory Group held 30,320 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.53M as of Q2 2026.
Paladin Advisory Group left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.01% of Paladin Advisory Group's portfolio in Q2 2026, its #29 holding.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.25M in Q2 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.