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

Rothschild Investment LLC’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	$88.2K	Hold	1,751	–	–	﹤0.01%	1093
2026 Q1	$79.9K	Hold	1,751	–	–	﹤0.01%	973
2025 Q4	$77.8K	Hold	1,751	–	–	﹤0.01%	889
2025 Q3	$74.9K	Hold	1,751	–	–	﹤0.01%	882
2025 Q2	$70.9K	Hold	1,751	–	–	﹤0.01%	709
2025 Q1	$63.8K	Hold	1,751	–	–	﹤0.01%	713
2024 Q4	$59.8K	Hold	1,751	–	–	﹤0.01%	748
2024 Q3	$65.8K	Sell	1,751 -22	-1%	-$794	﹤0.01%	734
2024 Q2	$62.2K	Buy	1,773 +24	+1%	+$854	﹤0.01%	713
2024 Q1	$62.7K	Buy	+1,749	New	+$60.1K	﹤0.01%	691

Other funds holding SPDW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AOI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Rothschild Investment LLC's SPDW Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 1,751 shares worth $88.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Rothschild Investment LLC first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. 848 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Rothschild Investment LLC held 1,751 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $88.2K as of Q2 2026.
Rothschild Investment LLC left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1093 holding.
Rothschild Investment LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 10 quarters since.
848 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.