Per Stirling Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Per Stirling Capital Management’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	$203K	Sell	4,038 -1,357	-25%	-$67.3K	0.02%	327
2026 Q1	$246K	Buy	5,395 +185	+4%	+$8.68K	0.03%	281
2025 Q4	$231K	Hold	5,210	–	–	0.03%	278
2025 Q3	$223K	Hold	5,210	–	–	0.03%	269
2025 Q2	$211K	Buy	+5,210	New	+$200K	0.03%	265
2023 Q2	–	Sell	-9,337	Closed	-$300K	–	199
2023 Q1	$300K	Buy	9,337 +15	+0.2%	+$473	0.06%	156
2022 Q4	$277K	Buy	+9,322	New	+$268K	0.05%	173

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 22.9% 1-Year Est. Return

Per Stirling Capital Management's SPDW Position: Q2 2026 in Review

Per Stirling Capital Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 25% in Q2 2026, selling an estimated $67.3K and leaving 4,038 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #327.

Per Stirling Capital Management first reported a position in SPDW in Q4 2022 and has held it in 7 quarters since. The position peaked at $300K in Q1 2023. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Per Stirling Capital Management held 4,038 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $203K as of Q2 2026.
Per Stirling Capital Management sold 1,357 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $67.3K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Per Stirling Capital Management's portfolio in Q2 2026, its #327 holding.
Per Stirling Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 7 quarters since.
Per Stirling Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $300K in Q1 2023.
1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.