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

SageView Advisory Group’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 		$25.8M Buy
511,049
+443,336
+655% +$22M 0.84% 16
2026
Q1 		$3.09M Buy
67,713
+45,959
+211% +$2.16M 0.11% 101
2025
Q4 		$966K Sell
21,754
-4,565
-17% -$199K 0.03% 261
2025
Q3 		$1.13M Sell
26,319
-150
-0.6% -$6.22K 0.04% 253
2025
Q2 		$1.08M Sell
26,469
-1,548
-6% -$59.3K 0.04% 232
2025
Q1 		$1.02M Sell
28,017
-3,804
-12% -$137K 0.04% 225
2024
Q4 		$1.09M Buy
31,821
+19,613
+161% +$702K 0.05% 212
2024
Q3 		$459K Sell
12,208
-1,348
-10% -$48.7K 0.02% 315
2024
Q2 		$476K Buy
+13,556
New +$482K 0.02% 348
2024
Q1 		– Sell
-37,340
Closed -$1.26M – 770
2023
Q4 		$1.26M Sell
37,340
-9,414
-20% -$299K 0.05% 216
2023
Q3 		$1.45M Buy
46,754
+147
+0.3% +$4.75K 0.08% 153
2023
Q2 		$1.52M Buy
46,607
+12,887
+38% +$421K 0.08% 154
2023
Q1 		$1.08M Sell
33,720
-954
-3% -$30.1K 0.07% 191
2022
Q4 		$1.03M Buy
+34,674
New +$995K 0.08% 150

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

SageView Advisory Group's SPDW Position: Q2 2026 in Review

SageView Advisory Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 655% in Q2 2026, buying an estimated $22M and bringing the position to 511,049 shares worth $25.8M. The position accounts for 0.84% of the portfolio, ranked #16.

SageView Advisory Group first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • SageView Advisory Group held 511,049 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $25.8M as of Q2 2026.
  • SageView Advisory Group bought 443,336 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $22M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.84% of SageView Advisory Group's portfolio in Q2 2026, its #16 holding.
  • SageView Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.