Schneider Downs Wealth Management Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Schneider Downs Wealth Management 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	$91.8M	Buy	1,822,730 +17,989	+1%	+$892K	8.63%	2
2026 Q1	$82.4M	Buy	1,804,741 +30,650	+2%	+$1.44M	9.09%	2
2025 Q4	$78.8M	Buy	1,774,091 +48,826	+3%	+$2.13M	8.88%	2
2025 Q3	$73.8M	Buy	1,725,265 +46,411	+3%	+$1.92M	8.76%	2
2025 Q2	$68M	Buy	1,678,854 +102,590	+7%	+$3.93M	10.16%	1
2025 Q1	$57.4M	Buy	1,576,264 +109,102	+7%	+$3.94M	10.4%	2
2024 Q4	$50.1M	Buy	1,467,162 +109,349	+8%	+$3.92M	9.42%	2
2024 Q3	$51M	Buy	1,357,813 +46,732	+4%	+$1.69M	10.44%	2
2024 Q2	$46M	Buy	1,311,081 +33,821	+3%	+$1.2M	10.23%	2
2024 Q1	$45.8M	Buy	1,277,260 +104,918	+9%	+$3.6M	10.55%	1
2023 Q4	$39.9M	Buy	1,172,342 +152,269	+15%	+$4.83M	10.37%	1
2023 Q3	$31.6M	Buy	1,020,073 +199,924	+24%	+$6.46M	7.33%	3
2023 Q2	$26.7M	Buy	820,149 +166,196	+25%	+$5.42M	6.1%	3
2023 Q1	$21M	Buy	653,953 +45,157	+7%	+$1.43M	4.31%	4
2022 Q4	$18.1M	Buy	608,796 +328,961	+118%	+$9.44M	3.96%	4
2022 Q3	$7.22M	Sell	279,835 -46,281	-14%	-$1.33M	2.12%	9
2022 Q2	$9.4M	Buy	326,116 +122,821	+60%	+$3.89M	2.63%	9
2022 Q1	$6.97M	Buy	203,295 +31,118	+18%	+$1.08M	1.78%	12
2021 Q4	$6.28M	Buy	172,177 +17,926	+12%	+$659K	1.5%	14
2021 Q3	$5.58M	Buy	154,251 +4,995	+3%	+$185K	1.44%	13
2021 Q2	$5.49M	Buy	149,256 +8,291	+6%	+$308K	1.42%	12
2021 Q1	$4.99M	Buy	140,965 +5,343	+4%	+$187K	1.22%	13
2020 Q4	$4.58M	Buy	135,622 +211	+0.2%	+$6.65K	1.27%	13
2020 Q3	$3.96M	Sell	135,411 -15,024	-10%	-$439K	1.33%	13
2020 Q2	$4.16M	Sell	150,435 -642,846	-81%	-$16.8M	1.42%	12
2020 Q1	$19M	Buy	+793,281	New	+$22.7M	6.96%	2

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Schneider Downs Wealth Management Advisors's SPDW Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1% in Q2 2026, buying an estimated $892K and bringing the position to 1,822,730 shares worth $91.8M. The position accounts for 8.63% of the portfolio, ranked #2.

Schneider Downs Wealth Management Advisors first reported a position in SPDW in Q1 2020 and has held it in 26 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Schneider Downs Wealth Management Advisors held 1,822,730 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $91.8M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 17,989 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $892K.
State Street SPDR Portfolio Developed World ex-US ETF made up 8.63% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #2 holding.
Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 26 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.