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

Resurgent Financial 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 		$953K Sell
18,920
-686
-3% -$34K 0.27% 85
2026
Q1 		$895K Sell
19,606
-711
-3% -$33.4K 0.32% 71
2025
Q4 		$902K Buy
20,317
+2,150
+12% +$93.9K 0.45% 58
2025
Q3 		$777K Buy
18,167
+5,355
+42% +$222K 0.38% 69
2025
Q2 		$519K Sell
12,812
-60
-0.5% -$2.3K 0.28% 105
2025
Q1 		$469K Buy
12,872
+69
+0.5% +$2.49K 0.28% 100
2024
Q4 		$437K Buy
12,803
+26
+0.2% +$931 0.26% 110
2024
Q3 		$480K Sell
12,777
-1,662
-12% -$60K 0.28% 107
2024
Q2 		$507K Sell
14,439
-532
-4% -$18.9K 0.31% 99
2024
Q1 		$537K Sell
14,971
-2,905
-16% -$99.8K 0.29% 98
2023
Q4 		$608K Sell
17,876
-167
-0.9% -$5.3K 0.37% 72
2023
Q3 		$560K Buy
18,043
+730
+4% +$23.6K 0.38% 67
2023
Q2 		$563K Buy
17,313
+428
+3% +$14K 0.37% 71
2023
Q1 		$542K Sell
16,885
-841
-5% -$26.5K 0.36% 69
2022
Q4 		$526K Sell
17,726
-4,831
-21% -$139K 0.28% 85
2022
Q3 		$582K Sell
22,557
-32
-0.1% -$923 0.39% 79
2022
Q2 		$651K Buy
22,589
+3,281
+17% +$104K 0.42% 69
2022
Q1 		$662K Buy
19,308
+274
+1% +$9.51K 0.41% 71
2021
Q4 		$694K Buy
+19,034
New +$700K 0.55% 55

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

Resurgent Financial Advisors's SPDW Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.5% in Q2 2026, selling an estimated $34K and leaving 18,920 shares worth $953K. The position accounts for 0.27% of the portfolio, ranked #85.

Resurgent Financial Advisors first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Resurgent Financial Advisors held 18,920 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $953K as of Q2 2026.
  • Resurgent Financial Advisors sold 686 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $34K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.27% of Resurgent Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Resurgent Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 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 Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.