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Rinkey Investments’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Rinkey Investments’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 		$32.2M Sell
639,738
-12,225
-2% -$606K 7.59% 3
2026
Q1 		$29.8M Sell
651,963
-42,531
-6% -$2M 7.61% 2
2025
Q4 		$30.8M Sell
694,494
-30,407
-4% -$1.33M 7.83% 3
2025
Q3 		$31M Sell
724,901
-13,843
-2% -$574K 8.23% 2
2025
Q2 		$29.9M Buy
738,744
+31,658
+4% +$1.21M 8.99% 2
2025
Q1 		$25.7M Sell
707,086
-41,730
-6% -$1.51M 8.16% 3
2024
Q4 		$25.6M Sell
748,816
-10,074
-1% -$361K 8.18% 3
2024
Q3 		$28.5M Sell
758,890
-241,235
-24% -$8.71M 9.22% 2
2024
Q2 		$35.1M Buy
1,000,125
+18,614
+2% +$662K 12.61% 3
2024
Q1 		$35.2M Buy
981,511
+16,183
+2% +$556K 12.82% 3
2023
Q4 		$32.8M Buy
965,328
+11,482
+1% +$364K 12.93% 3
2023
Q3 		$29.6M Buy
953,846
+71,425
+8% +$2.31M 13.55% 3
2023
Q2 		$28.7M Buy
882,421
+75,537
+9% +$2.47M 13.13% 3
2023
Q1 		$25.9M Buy
806,884
+39,112
+5% +$1.23M 13.58% 3
2022
Q4 		$22.8M Buy
767,772
+8,939
+1% +$257K 13.64% 3
2022
Q3 		$22.9M Buy
758,833
+195,285
+35% +$5.63M 17.27% 2
2022
Q2 		$17.1M Buy
563,548
+16,628
+3% +$526K 15.09% 2
2022
Q1 		$17.4M Buy
546,920
+88,309
+19% +$3.06M 17.21% 2
2021
Q4 		$16.9M Buy
+458,611
New +$16.9M 15.55% 2

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

Rinkey Investments's SPDW Position: Q2 2026 in Review

Rinkey Investments reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.9% in Q2 2026, selling an estimated $606K and leaving 639,738 shares worth $32.2M. The position accounts for 7.59% of the portfolio, ranked #3.

Rinkey Investments first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $35.2M in Q1 2024. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Rinkey Investments held 639,738 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $32.2M as of Q2 2026.
  • Rinkey Investments sold 12,225 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $606K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 7.59% of Rinkey Investments's portfolio in Q2 2026, its #3 holding.
  • Rinkey Investments 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.
  • Rinkey Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $35.2M in Q1 2024.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.