SPIA
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Steward Partners Investment Advisory’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Steward Partners Investment Advisory’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 		$5.04M Buy
100,003
+80,754
+420% +$4M 0.03% 557
2026
Q1 		$879K Buy
19,249
+954
+5% +$44.8K ﹤0.01% 1235
2025
Q4 		$812K Sell
18,295
-86
-0.5% -$3.76K ﹤0.01% 1176
2025
Q3 		$787K Buy
18,381
+1,143
+7% +$47.4K ﹤0.01% 1161
2025
Q2 		$698K Buy
17,238
+759
+5% +$29.1K 0.01% 1142
2025
Q1 		$600K Buy
16,479
+319
+2% +$11.5K 0.01% 1142
2024
Q4 		$552K Buy
16,160
+610
+4% +$21.8K ﹤0.01% 1110
2024
Q3 		$584K Buy
15,550
+187
+1% +$6.75K 0.01% 1042
2024
Q2 		$539K Buy
15,363
+11,184
+268% +$398K 0.01% 1034
2024
Q1 		$150K Hold
4,179
– – ﹤0.01% 1564
2023
Q4 		$142K Buy
4,179
+17
+0.4% +$540 ﹤0.01% 1524
2023
Q3 		$129K Sell
4,162
-107
-3% -$3.46K ﹤0.01% 1461
2023
Q2 		$139K Sell
4,269
-8
-0.2% -$261 ﹤0.01% 1431
2023
Q1 		$137K Sell
4,277
-27,292
-86% -$861K ﹤0.01% 1448
2022
Q4 		$937K Buy
31,569
+28,958
+1,109% +$831K 0.02% 688
2022
Q3 		$67K Sell
2,611
-977
-27% -$28.2K ﹤0.01% 1656
2022
Q2 		$103K Sell
3,588
-9,517
-73% -$301K ﹤0.01% 1474
2022
Q1 		$449K Sell
13,105
-5,970
-31% -$207K 0.01% 963
2021
Q4 		$696K Sell
19,075
-263
-1% -$9.67K 0.01% 827
2021
Q3 		$700K Buy
19,338
+4,673
+32% +$174K 0.01% 795
2021
Q2 		$540K Buy
14,665
+5,186
+55% +$192K 0.01% 898
2021
Q1 		$335K Buy
9,479
+4,145
+78% +$145K 0.01% 1049
2020
Q4 		$180K Buy
5,334
+1,814
+52% +$57.2K ﹤0.01% 1120
2020
Q3 		$103K Buy
3,520
+1,500
+74% +$43.8K ﹤0.01% 1213
2020
Q2 		$56K Sell
2,020
-1,663
-45% -$43.5K ﹤0.01% 1366
2020
Q1 		$88K Sell
3,683
-2,556
-41% -$73.2K ﹤0.01% 1049
2019
Q4 		$195K Sell
6,239
-983
-14% -$29.9K 0.01% 890
2019
Q3 		$212K Hold
7,222
– – 0.01% 827
2019
Q2 		$213K Sell
7,222
-276
-4% -$8.13K 0.01% 791
2019
Q1 		$219K Sell
7,498
-17,082
-69% -$487K 0.01% 721
2018
Q4 		$650K Buy
24,580
+17,307
+238% +$488K 0.03% 423
2018
Q3 		$224K Sell
7,273
-1,191
-14% -$36.4K 0.01% 693
2018
Q2 		$257K Sell
8,464
-10,590
-56% -$335K 0.02% 598
2018
Q1 		$598K Sell
19,054
-5,465
-22% -$175K 0.04% 383
2017
Q4 		$777K Buy
24,519
+5,231
+27% +$163K 0.06% 274
2017
Q3 		$591K Buy
+19,288
New +$576K 0.06% 267

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

Steward Partners Investment Advisory's SPDW Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 420% in Q2 2026, buying an estimated $4M and bringing the position to 100,003 shares worth $5.04M. The position accounts for 0.03% of the portfolio, ranked #557.

Steward Partners Investment Advisory first reported a position in SPDW in Q3 2017 and has held it in 36 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Steward Partners Investment Advisory held 100,003 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.04M as of Q2 2026.
  • Steward Partners Investment Advisory bought 80,754 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $4M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #557 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2017 and has held it in 36 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.