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

Stegent Equity 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	$1.06M	Buy	+20,973	New	+$1.04M	0.76%	43
2022 Q3	–	Sell	-15,482	Closed	-$446K	–	72
2022 Q2	$446K	Buy	15,482 +128	+0.8%	+$4.05K	0.58%	48
2022 Q1	$526K	Buy	15,354 +691	+5%	+$24K	0.44%	53
2021 Q4	$534K	Buy	+14,663	New	+$539K	0.43%	56

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

Stegent Equity Advisors's SPDW Position: Q2 2026 in Review

Stegent Equity Advisors opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 20,973 shares worth $1.06M. The stake represents 0.76% of the portfolio and ranks #43 among its holdings. This is a return to the name: Stegent Equity Advisors previously reported a position in SPDW as recently as Q2 2022.

Stegent Equity Advisors first reported a position in SPDW in Q4 2021 and has held it in 4 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Stegent Equity Advisors held 20,973 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.06M as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new Stegent Equity Advisors position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.76% of Stegent Equity Advisors's portfolio in Q2 2026, its #43 holding.
Stegent Equity Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 4 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 Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.