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

Sowell Financial Services’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 		$3.83M Buy
76,051
+5,869
+8% +$291K 0.13% 177
2026
Q1 		$3.2M Buy
70,182
+8,355
+14% +$392K 0.12% 187
2025
Q4 		$2.75M Buy
61,827
+1,765
+3% +$77.1K 0.1% 207
2025
Q3 		$2.57M Buy
60,062
+5,535
+10% +$229K 0.1% 218
2025
Q2 		$2.21M Buy
54,527
+5,159
+10% +$198K 0.09% 239
2025
Q1 		$1.8M Buy
49,368
+943
+2% +$34.1K 0.08% 261
2024
Q4 		$1.65M Buy
48,425
+33,457
+224% +$1.2M 0.09% 242
2024
Q3 		$562K Sell
14,968
-466
-3% -$16.8K 0.03% 424
2024
Q2 		$541K Buy
15,434
+384
+3% +$13.7K 0.03% 425
2024
Q1 		$539K Buy
15,050
+1,244
+9% +$42.7K 0.03% 439
2023
Q4 		$470K Buy
+13,806
New +$438K 0.03% 439
2023
Q2 		– Sell
-40,475
Closed -$1.3M – 790
2023
Q1 		$1.3M Buy
+40,475
New +$1.28M 0.1% 245
2022
Q3 		– Sell
-134,618
Closed -$6.62M – 449
2022
Q2 		$6.62M Buy
+134,618
New +$4.26M 0.61% 32
2022
Q1 		– Sell
-30,263
Closed -$1.1M – 457
2021
Q4 		$1.1M Sell
30,263
-736
-2% -$27.1K 0.06% 314
2021
Q3 		$1.12M Buy
30,999
+444
+1% +$16.5K 0.08% 277
2021
Q2 		$1.12M Sell
30,555
-6,048
-17% -$224K 0.07% 286
2021
Q1 		$1.36M Sell
36,603
-551
-1% -$19.3K 0.05% 332
2020
Q4 		$1.25M Buy
37,154
+4,103
+12% +$129K 0.05% 283
2020
Q3 		$967K Buy
33,051
+4,086
+14% +$119K 0.05% 304
2020
Q2 		$800K Sell
28,965
-1,724
-6% -$45.1K 0.04% 335
2020
Q1 		$735K Buy
30,689
+9,231
+43% +$264K 0.05% 305
2019
Q4 		$673K Sell
21,458
-1,242
-5% -$37.8K 0.05% 364
2019
Q3 		$666K Buy
+22,700
New +$658K 0.06% 335
2019
Q1 		$380K Sell
13,024
-1,837
-12% -$52.3K 0.04% 405
2018
Q4 		$393K Buy
+14,861
New +$419K 0.06% 322

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

Sowell Financial Services's SPDW Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.4% in Q2 2026, buying an estimated $291K and bringing the position to 76,051 shares worth $3.83M. The position accounts for 0.13% of the portfolio, ranked #177.

Sowell Financial Services first reported a position in SPDW in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.62M in Q2 2022. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Sowell Financial Services held 76,051 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.83M as of Q2 2026.
  • Sowell Financial Services bought 5,869 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $291K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.13% of Sowell Financial Services's portfolio in Q2 2026, its #177 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 25 quarters since.
  • Sowell Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.62M in Q2 2022.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.