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

Prevail Innovative 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 		$1.55M Buy
30,692
+7,076
+30% +$351K 0.23% 107
2026
Q1 		$1.08M Buy
23,616
+1,284
+6% +$60.3K 0.18% 125
2025
Q4 		$992K Buy
22,332
+1,584
+8% +$69.2K 0.18% 145
2025
Q3 		$888K Sell
20,748
-850
-4% -$35.2K 0.17% 151
2025
Q2 		$875K Buy
21,598
+4,253
+25% +$163K 0.2% 141
2025
Q1 		$632K Sell
17,345
-315
-2% -$11.4K 0.17% 137
2024
Q4 		$603K Buy
17,660
+4,233
+32% +$152K 0.17% 113
2024
Q3 		$504K Buy
13,427
+348
+3% +$12.6K 0.15% 118
2024
Q2 		$459K Buy
13,079
+1,578
+14% +$56.1K 0.16% 119
2024
Q1 		$412K Buy
11,501
+3,837
+50% +$132K 0.15% 131
2023
Q4 		$261K Buy
+7,664
New +$243K 0.12% 118

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

Prevail Innovative Wealth Advisors's SPDW Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 30% in Q2 2026, buying an estimated $351K and bringing the position to 30,692 shares worth $1.55M. The position accounts for 0.23% of the portfolio, ranked #107.

Prevail Innovative Wealth Advisors first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 30,692 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.55M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 7,076 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $351K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.23% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Prevail Innovative Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 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 Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.