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

Perennial Investment 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 		$2.81M Buy
55,761
+4,906
+10% +$243K 0.19% 107
2026
Q1 		$2.32M Sell
50,855
-2,869
-5% -$135K 0.19% 102
2025
Q4 		$2.39M Sell
53,724
-64
-0.1% -$2.8K 0.19% 100
2025
Q3 		$2.3M Buy
53,788
+2,477
+5% +$103K 0.19% 98
2025
Q2 		$2.08M Buy
51,311
+3,263
+7% +$125K 0.2% 99
2025
Q1 		$1.75M Buy
48,048
+3,999
+9% +$145K 0.2% 95
2024
Q4 		$1.5M Sell
44,049
-4,047
-8% -$145K 0.18% 100
2024
Q3 		$1.81M Buy
48,096
+19,314
+67% +$697K 0.23% 78
2024
Q2 		$1.01M Sell
28,782
-1,027
-3% -$36.5K 0.14% 118
2024
Q1 		$1.07M Buy
29,809
+1,141
+4% +$39.2K 0.16% 102
2023
Q4 		$975K Sell
28,668
-38,549
-57% -$1.22M 0.16% 107
2023
Q3 		$2.08M Buy
67,217
+408
+0.6% +$13.2K 0.38% 62
2023
Q2 		$2.17M Sell
66,809
-1,889
-3% -$61.7K 0.38% 56
2023
Q1 		$2.21M Buy
+68,698
New +$2.17M 0.41% 60

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

Perennial Investment Advisors's SPDW Position: Q2 2026 in Review

Perennial Investment Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.6% in Q2 2026, buying an estimated $243K and bringing the position to 55,761 shares worth $2.81M. The position accounts for 0.19% of the portfolio, ranked #107.

Perennial Investment Advisors first reported a position in SPDW in Q1 2023 and has held it in 14 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Perennial Investment Advisors held 55,761 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.81M as of Q2 2026.
  • Perennial Investment Advisors bought 4,906 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $243K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.19% of Perennial Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Perennial Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.