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

Portside Wealth 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
2026
Q2 		$21.1M Buy
417,773
+19,270
+5% +$955K 2.45% 4
2026
Q1 		$18.2M Buy
398,503
+27,497
+7% +$1.29M 2.46% 4
2025
Q4 		$16.5M Buy
371,006
+40,375
+12% +$1.76M 2.22% 6
2025
Q3 		$14.1M Buy
330,631
+33,239
+11% +$1.38M 1.95% 7
2025
Q2 		$12M Buy
297,392
+12,432
+4% +$477K 1.78% 8
2025
Q1 		$10.4M Buy
284,960
+18,128
+7% +$655K 1.69% 7
2024
Q4 		$9.11M Buy
266,832
+25,958
+11% +$929K 1.51% 11
2024
Q3 		$9.05M Buy
240,874
+25,623
+12% +$925K 1.54% 8
2024
Q2 		$7.55M Buy
215,251
+9,414
+5% +$335K 1.44% 9
2024
Q1 		$7.38M Buy
205,837
+8,440
+4% +$290K 1.36% 10
2023
Q4 		$6.71M Buy
197,397
+6,426
+3% +$204K 1.25% 14
2023
Q3 		$5.92M Buy
190,971
+7,885
+4% +$255K 1.11% 19
2023
Q2 		$5.96M Buy
+183,086
New +$5.98M 1.11% 18

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

Portside Wealth Group's SPDW Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.8% in Q2 2026, buying an estimated $955K and bringing the position to 417,773 shares worth $21.1M. The position accounts for 2.45% of the portfolio, ranked #4.

Portside Wealth Group first reported a position in SPDW in Q2 2023 and has held it in 13 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Portside Wealth Group held 417,773 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $21.1M as of Q2 2026.
  • Portside Wealth Group bought 19,270 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $955K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.45% of Portside Wealth Group's portfolio in Q2 2026, its #4 holding.
  • Portside Wealth Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 13 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 Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.