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

Realta 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	$1.86M	Sell	36,822 -5,719	-13%	-$283K	0.58%	45
2026 Q1	$1.94M	Buy	42,541 +8,839	+26%	+$415K	0.67%	38
2025 Q4	$1.5M	Buy	33,702 +2,214	+7%	+$96.7K	0.49%	49
2025 Q3	$1.35M	Buy	31,488 +1,079	+4%	+$44.7K	0.45%	52
2025 Q2	$1.23M	Sell	30,409 -114	-0.4%	-$4.37K	0.49%	50
2025 Q1	$1.11M	Buy	30,523 +7,841	+35%	+$283K	0.51%	50
2024 Q4	$777K	Buy	+22,682	New	+$812K	0.32%	66
2024 Q3	–	Sell	-2,750	Closed	-$96.5K	–	708
2024 Q2	$96.5K	Sell	2,750 -1,764	-39%	-$62.7K	0.02%	473
2024 Q1	$162K	Buy	+4,514	New	+$155K	0.03%	427
2023 Q4	–	Sell	-4,241	Closed	-$138K	–	745
2023 Q3	$138K	Hold	4,241	–	–	0.03%	427
2023 Q2	$138K	Buy	+4,241	New	+$138K	0.03%	451
2023 Q1	–	Sell	-3,904	Closed	-$116K	–	767
2022 Q4	$116K	Buy	3,904 +16	+0.4%	+$459	0.03%	466
2022 Q3	$100K	Buy	+3,888	New	+$112K	0.03%	451
2019 Q4	–	Sell	-795	Closed	-$23K	–	1680
2019 Q3	$23K	Hold	795	–	–	0.01%	881
2019 Q2	$24K	Hold	795	–	–	0.01%	875
2019 Q1	$23K	Buy	+795	New	+$22.6K	0.01%	727

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 22.96% 1-Year Est. Return

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

Realta Investment Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 13% in Q2 2026, selling an estimated $283K and leaving 36,822 shares worth $1.86M. The position accounts for 0.58% of the portfolio, ranked #45.

Realta Investment Advisors first reported a position in SPDW in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.94M in Q1 2026. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Realta Investment Advisors held 36,822 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.86M as of Q2 2026.
Realta Investment Advisors sold 5,719 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $283K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.58% of Realta Investment Advisors's portfolio in Q2 2026, its #45 holding.
Realta Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and has held it in 16 quarters since.
Realta Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.94M in Q1 2026.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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