Stone House Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Stone House Investment Management’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	$48.5K	Sell	963 -137	-12%	-$6.79K	0.01%	225
2026 Q1	$50.2K	Buy	1,100 +13	+1%	+$610	0.01%	180
2025 Q4	$48.3K	Buy	1,087 +157	+17%	+$6.86K	0.01%	172
2025 Q3	$39.8K	Buy	+930	New	+$38.5K	0.01%	169
2019 Q4	–	Sell	-41,038	Closed	-$1.21M	–	45
2019 Q3	$1.21M	Buy	41,038 +2,502	+6%	+$72.6K	0.6%	28
2019 Q2	$1.14M	Buy	38,536 +305	+0.8%	+$8.98K	0.6%	25
2019 Q1	$1.12M	Buy	38,231 +4,096	+12%	+$117K	0.58%	30
2018 Q4	$903K	Buy	34,135 +8,649	+34%	+$244K	0.57%	29
2018 Q3	$784K	Buy	+25,486	New	+$778K	0.45%	31

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

Stone House Investment Management's SPDW Position: Q2 2026 in Review

Stone House Investment Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q2 2026, selling an estimated $6.79K and leaving 963 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #225.

Stone House Investment Management first reported a position in SPDW in Q3 2018 and has held it in 9 quarters since. The position peaked at $1.21M in Q3 2019. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Stone House Investment Management held 963 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $48.5K as of Q2 2026.
Stone House Investment Management sold 137 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $6.79K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #225 holding.
Stone House Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 9 quarters since.
Stone House Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.21M in Q3 2019.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.