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

Sequoia Financial 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 		$1.19M Buy
23,587
+272
+1% +$13.5K 0.01% 864
2026
Q1 		$1.06M Buy
23,315
+379
+2% +$17.8K 0.01% 866
2025
Q4 		$1.02M Buy
22,936
+1,000
+5% +$43.7K 0.01% 880
2025
Q3 		$939K Buy
21,936
+1,074
+5% +$44.5K 0.01% 810
2025
Q2 		$845K Sell
20,862
-369
-2% -$14.1K 0.01% 760
2025
Q1 		$773K Buy
21,231
+285
+1% +$10.3K 0.01% 709
2024
Q4 		$715K Buy
20,946
+159
+0.8% +$5.69K 0.01% 683
2024
Q3 		$781K Buy
20,787
+1,238
+6% +$44.7K 0.01% 611
2024
Q2 		$686K Buy
19,549
+1,994
+11% +$70.9K 0.01% 589
2024
Q1 		$629K Buy
17,555
+2,037
+13% +$70K 0.01% 615
2023
Q4 		$528K Buy
15,518
+7,982
+106% +$253K 0.01% 714
2023
Q3 		$234K Buy
7,536
+1,040
+16% +$33.6K ﹤0.01% 791
2023
Q2 		$211K Sell
6,496
-11,864
-65% -$387K ﹤0.01% 849
2023
Q1 		$590K Hold
18,360
– – 0.01% 421
2022
Q4 		$545K Buy
+18,360
New +$527K 0.01% 408
2022
Q3 		– Sell
-7,000
Closed -$202K – 581
2022
Q2 		$202K Buy
+7,000
New +$222K 0.01% 546

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

Sequoia Financial Advisors's SPDW Position: Q2 2026 in Review

Sequoia Financial Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 23,587 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #864.

Sequoia Financial Advisors first reported a position in SPDW in Q2 2022 and has held it in 16 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Sequoia Financial Advisors held 23,587 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.19M as of Q2 2026.
  • Sequoia Financial Advisors bought 272 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $13.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #864 holding.
  • Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 16 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.