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

Sage Mountain Advisors’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 		$2.38M Hold
47,171
– – 0.15% 64
2026
Q1 		$2.15M Hold
47,171
– – 0.15% 62
2025
Q4 		$2.09M Hold
47,171
– – 0.11% 97
2025
Q3 		$2.02M Sell
47,171
-1,800
-4% -$74.6K 0.12% 94
2025
Q2 		$1.98M Sell
48,971
-79
-0.2% -$3.03K 0.13% 80
2025
Q1 		$1.79M Hold
49,050
– – 0.13% 81
2024
Q4 		$1.67M Sell
49,050
-13
-0% -$465 0.12% 81
2024
Q3 		$1.84M Hold
49,063
– – 0.16% 70
2024
Q2 		$1.72M Buy
49,063
+2,918
+6% +$104K 0.16% 68
2024
Q1 		$1.65M Buy
46,145
+4,983
+12% +$171K 0.17% 66
2023
Q4 		$1.4M Hold
41,162
– – 0.16% 65
2023
Q3 		$1.28M Sell
41,162
-171
-0.4% -$5.52K 0.18% 63
2023
Q2 		$1.34M Sell
41,333
-1,368
-3% -$44.6K 0.19% 61
2023
Q1 		$1.37M Sell
42,701
-2,185
-5% -$69K 0.22% 55
2022
Q4 		$1.33M Sell
44,886
-200
-0.4% -$5.74K 0.3% 32
2022
Q3 		$1.16M Sell
45,086
-293
-0.6% -$8.45K 0.31% 30
2022
Q2 		$1.31M Sell
45,379
-77
-0.2% -$2.44K 0.23% 59
2022
Q1 		$1.56M Hold
45,456
– – 0.24% 55
2021
Q4 		$1.66M Buy
45,456
+4,478
+11% +$165K 0.2% 69
2021
Q3 		$1.48M Buy
40,978
+122
+0.3% +$4.53K 0.21% 80
2021
Q2 		$1.5M Buy
40,856
+12,830
+46% +$476K 0.25% 64
2021
Q1 		$991K Buy
28,026
+456
+2% +$16K 0.21% 78
2020
Q4 		$930K Buy
+27,570
New +$869K 0.3% 51

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

Sage Mountain Advisors's SPDW Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 47,171 shares worth $2.38M. The position accounts for 0.15% of the portfolio, ranked #64.

Sage Mountain Advisors first reported a position in SPDW in Q4 2020 and has held it in 23 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Sage Mountain Advisors held 47,171 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.38M as of Q2 2026.
  • Sage Mountain Advisors 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 0.15% of Sage Mountain Advisors's portfolio in Q2 2026, its #64 holding.
  • Sage Mountain Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.