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

Regal 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 		$1.23M Buy
24,379
+13,363
+121% +$662K 0.06% 280
2026
Q1 		$503K Buy
+11,016
New +$517K 0.03% 430
2024
Q3 		– Sell
-14,332
Closed -$503K – 568
2024
Q2 		$503K Buy
14,332
+313
+2% +$11.1K 0.03% 361
2024
Q1 		$502K Buy
14,019
+411
+3% +$14.1K 0.03% 363
2023
Q4 		$463K Buy
13,608
+104
+0.8% +$3.3K 0.04% 340
2023
Q3 		$419K Buy
13,504
+3,498
+35% +$113K 0.04% 321
2023
Q2 		$326K Buy
10,006
+180
+2% +$5.88K 0.03% 381
2023
Q1 		$316K Buy
9,826
+125
+1% +$3.95K 0.03% 380
2022
Q4 		$288K Buy
9,701
+109
+1% +$3.13K 0.03% 385
2022
Q3 		$247K Sell
9,592
-45
-0.5% -$1.3K 0.03% 402
2022
Q2 		$278K Buy
9,637
+189
+2% +$5.98K 0.03% 387
2022
Q1 		$324K Sell
9,448
-100
-1% -$3.47K 0.03% 382
2021
Q4 		$348K Buy
9,548
+152
+2% +$5.59K 0.03% 396
2021
Q3 		$340K Buy
9,396
+106
+1% +$3.94K 0.03% 394
2021
Q2 		$342K Buy
+9,290
New +$345K 0.03% 383
2019
Q1 		– Sell
-28,039
Closed -$742K – 386
2018
Q4 		$742K Buy
28,039
+10,247
+58% +$289K 0.16% 144
2018
Q3 		$547K Buy
+17,792
New +$543K 0.12% 182

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

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

Regal Investment Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 121% in Q2 2026, buying an estimated $662K and bringing the position to 24,379 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #280.

Regal Investment Advisors first reported a position in SPDW in Q3 2018 and has held it in 17 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Regal Investment Advisors held 24,379 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.23M as of Q2 2026.
  • Regal Investment Advisors bought 13,363 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $662K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #280 holding.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 17 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 Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.