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Shaker Investments’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Shaker Investments’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 		$228K Sell
4,524
-1,059
-19% -$52.5K 0.08% 82
2026
Q1 		$255K Sell
5,583
-2,545
-31% -$119K 0.12% 77
2025
Q4 		$361K Buy
8,128
+1,232
+18% +$53.8K 0.15% 66
2025
Q3 		$295K Buy
6,896
+173
+3% +$7.17K 0.12% 91
2025
Q2 		$272K Buy
+6,723
New +$258K 0.11% 90

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
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
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Shaker Investments's SPDW Position: Q2 2026 in Review

Shaker Investments reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 19% in Q2 2026, selling an estimated $52.5K and leaving 4,524 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #82.

Shaker Investments first reported a position in SPDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $361K in Q4 2025. 448 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Shaker Investments held 4,524 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $228K as of Q2 2026.
  • Shaker Investments sold 1,059 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $52.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Shaker Investments's portfolio in Q2 2026, its #82 holding.
  • Shaker Investments 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.
  • Shaker Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $361K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.