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

Richmond Investment Services’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	$4.55M	Sell	90,283 -78,321	-46%	-$3.88M	1.44%	19
2026 Q1	$7.7M	Sell	168,604 -3,663	-2%	-$172K	1.24%	19
2025 Q4	$7.65M	Buy	172,267 +17,022	+11%	+$744K	1.32%	16
2025 Q3	$6.64M	Buy	155,245 +39,249	+34%	+$1.63M	1.24%	18
2025 Q2	$4.7M	Buy	115,996 +98,664	+569%	+$3.78M	0.99%	21
2025 Q1	$631K	Buy	17,332 +10,571	+156%	+$382K	0.34%	49
2024 Q4	$231K	Buy	+6,761	New	+$242K	0.13%	97

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Richmond Investment Services's SPDW Position: Q2 2026 in Review

Richmond Investment Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 46% in Q2 2026, selling an estimated $3.88M and leaving 90,283 shares worth $4.55M. The position accounts for 1.44% of the portfolio, ranked #19.

Richmond Investment Services first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.7M in Q1 2026. 494 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Richmond Investment Services held 90,283 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.55M as of Q2 2026.
Richmond Investment Services sold 78,321 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $3.88M.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.44% of Richmond Investment Services's portfolio in Q2 2026, its #19 holding.
Richmond Investment Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.7M in Q1 2026.
494 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.