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

Sage Advisory 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 		$14.6M Buy
290,047
+6,963
+2% +$345K 7.19% 4
2026
Q1 		$12.9M Sell
283,084
-175
-0.1% -$8.21K 7.08% 4
2025
Q4 		$12.6M Buy
283,259
+92,651
+49% +$4.05M 6.85% 3
2025
Q3 		$8.16M Sell
190,608
-6,645
-3% -$275K 4.28% 8
2025
Q2 		$7.99M Buy
+197,253
New +$7.56M 4.35% 8

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sage Advisory Services's SPDW Position: Q2 2026 in Review

Sage Advisory Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.5% in Q2 2026, buying an estimated $345K and bringing the position to 290,047 shares worth $14.6M. The position accounts for 7.19% of the portfolio, ranked #4.

Sage Advisory Services first reported a position in SPDW in Q2 2025 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Sage Advisory Services held 290,047 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $14.6M as of Q2 2026.
  • Sage Advisory Services bought 6,963 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $345K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 7.19% of Sage Advisory Services's portfolio in Q2 2026, its #4 holding.
  • Sage Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 5 quarters since.
  • 606 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.