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

Prosperity Capital 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 		$11.2M Sell
223,145
-4,754
-2% -$236K 0.56% 35
2026
Q1 		$10.4M Sell
227,899
-139,539
-38% -$6.55M 0.59% 34
2025
Q4 		$16.3M Buy
367,438
+21,213
+6% +$927K 0.98% 26
2025
Q3 		$14.8M Buy
346,225
+14,090
+4% +$584K 0.86% 26
2025
Q2 		$13.4M Buy
332,135
+32,504
+11% +$1.25M 0.88% 27
2025
Q1 		$10.9M Buy
299,631
+16,391
+6% +$592K 0.86% 21
2024
Q4 		$9.67M Buy
283,240
+1,867
+0.7% +$66.8K 0.79% 27
2024
Q3 		$10.6M Buy
281,373
+8,387
+3% +$303K 0.9% 22
2024
Q2 		$9.58M Buy
272,986
+25,577
+10% +$910K 1.06% 16
2024
Q1 		$8.87M Sell
247,409
-161,535
-40% -$5.55M 1.05% 17
2023
Q4 		$13.9M Buy
408,944
+29,784
+8% +$945K 1.51% 13
2023
Q3 		$11.8M Buy
379,160
+10,135
+3% +$327K 1.56% 13
2023
Q2 		$12M Buy
369,025
+23,658
+7% +$772K 1.68% 13
2023
Q1 		$11.1M Buy
345,367
+160,449
+87% +$5.06M 1.71% 12
2022
Q4 		$5.49M Buy
+184,918
New +$5.31M 1.69% 10

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Prosperity Capital Advisors's SPDW Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.1% in Q2 2026, selling an estimated $236K and leaving 223,145 shares worth $11.2M. The position accounts for 0.56% of the portfolio, ranked #35.

Prosperity Capital Advisors first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.3M in Q4 2025. 285 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Prosperity Capital Advisors held 223,145 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11.2M as of Q2 2026.
  • Prosperity Capital Advisors sold 4,754 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $236K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.56% of Prosperity Capital Advisors's portfolio in Q2 2026, its #35 holding.
  • Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $16.3M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.