RWPA
SPDW icon

Richard W. Paul & Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Richard W. Paul & Associates’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 		$482K Sell
9,564
-3,297
-26% -$163K 0.15% 116
2026
Q1 		$587K Sell
12,861
-1,260
-9% -$59.1K 0.2% 113
2025
Q4 		$627K Buy
14,121
+806
+6% +$35.2K 0.21% 108
2025
Q3 		$570K Buy
13,315
+2,415
+22% +$100K 0.19% 110
2025
Q2 		$441K Sell
10,900
-9,333
-46% -$358K 0.16% 122
2025
Q1 		$737K Buy
20,233
+5,702
+39% +$206K 0.29% 88
2024
Q4 		$496K Sell
14,531
-69
-0.5% -$2.47K 0.18% 120
2024
Q3 		$548K Sell
14,600
-10,052
-41% -$363K 0.2% 116
2024
Q2 		$865K Buy
24,652
+8,034
+48% +$286K 0.33% 81
2024
Q1 		$596K Sell
16,618
-2,393
-13% -$82.2K 0.24% 105
2023
Q4 		$647K Sell
19,011
-482
-2% -$15.3K 0.27% 99
2023
Q3 		$604K Sell
19,493
-3,682
-16% -$119K 0.28% 94
2023
Q2 		$754K Sell
23,175
-8,642
-27% -$282K 0.33% 89
2023
Q1 		$1.02M Sell
31,817
-906
-3% -$28.6K 0.47% 57
2022
Q4 		$972K Buy
+32,723
New +$939K 0.49% 59

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

Richard W. Paul & Associates's SPDW Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 26% in Q2 2026, selling an estimated $163K and leaving 9,564 shares worth $482K. The position accounts for 0.15% of the portfolio, ranked #116.

Richard W. Paul & Associates first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q1 2023. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Richard W. Paul & Associates held 9,564 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $482K as of Q2 2026.
  • Richard W. Paul & Associates sold 3,297 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $163K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.15% of Richard W. Paul & Associates's portfolio in Q2 2026, its #116 holding.
  • Richard W. Paul & Associates 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.
  • Richard W. Paul & Associates's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.02M in Q1 2023.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.