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

Strategic Investment 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 		$341K Sell
6,775
-5,293
-44% -$262K 0.02% 264
2026
Q1 		$551K Sell
12,068
-617
-5% -$29K 0.04% 211
2025
Q4 		$563K Buy
12,685
+4,658
+58% +$204K 0.05% 152
2025
Q3 		$343K Buy
8,027
+1,768
+28% +$73.3K 0.03% 203
2025
Q2 		$253K Sell
6,259
-14,335
-70% -$550K 0.02% 224
2025
Q1 		$750K Buy
20,594
+4,977
+32% +$180K 0.08% 129
2024
Q4 		$533K Buy
15,617
+58
+0.4% +$2.08K 0.06% 166
2024
Q3 		$584K Sell
15,559
-14,654
-49% -$529K 0.06% 165
2024
Q2 		$1.06M Buy
30,213
+12,734
+73% +$453K 0.13% 101
2024
Q1 		$626K Sell
17,479
-5,435
-24% -$187K 0.08% 155
2023
Q4 		$779K Sell
22,914
-2,143
-9% -$68K 0.11% 121
2023
Q3 		$777K Sell
25,057
-2,370
-9% -$76.5K 0.13% 118
2023
Q2 		$892K Sell
27,427
-11,833
-30% -$386K 0.12% 87
2023
Q1 		$1.26M Sell
39,260
-4,481
-10% -$141K 0.23% 67
2022
Q4 		$1.3M Sell
43,741
-1,065
-2% -$30.6K 0.27% 65
2022
Q3 		$1.16M Sell
44,806
-4,978
-10% -$144K 0.26% 64
2022
Q2 		$1.44M Buy
49,784
+4,839
+11% +$153K 0.29% 59
2022
Q1 		$1.54M Buy
44,945
+450
+1% +$15.6K 0.29% 59
2021
Q4 		$1.62M Buy
44,495
+7,679
+21% +$282K 0.31% 59
2021
Q3 		$1.33M Buy
36,816
+1,484
+4% +$55.1K 0.29% 68
2021
Q2 		$1.3M Sell
35,332
-9,412
-21% -$349K 0.3% 70
2021
Q1 		$1.58M Sell
44,744
-10,060
-18% -$353K 0.41% 52
2020
Q4 		$1.85M Buy
54,804
+1,453
+3% +$45.8K 0.53% 46
2020
Q3 		$1.56M Buy
53,351
+1,486
+3% +$43.4K 0.53% 48
2020
Q2 		$1.43M Buy
51,865
+349
+0.7% +$9.13K 0.54% 47
2020
Q1 		$1.23M Buy
51,516
+10,987
+27% +$314K 0.57% 48
2019
Q4 		$1.27M Buy
40,529
+6,178
+18% +$188K 0.53% 47
2019
Q3 		$1.01M Sell
34,351
-18,249
-35% -$529K 0.48% 46
2019
Q2 		$1.57M Buy
52,600
+8,670
+20% +$255K 0.86% 31
2019
Q1 		$1.28M Buy
43,930
+7,606
+21% +$217K 0.88% 34
2018
Q4 		$961K Buy
+36,324
New +$1.02M 0.86% 33

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 22.9% 1-Year Est. Return

Strategic Investment Advisors's SPDW Position: Q2 2026 in Review

Strategic Investment Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 44% in Q2 2026, selling an estimated $262K and leaving 6,775 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #264.

Strategic Investment Advisors first reported a position in SPDW in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.85M in Q4 2020. 1,235 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Strategic Investment Advisors held 6,775 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $341K as of Q2 2026.
  • Strategic Investment Advisors sold 5,293 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $262K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #264 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 31 quarters since.
  • Strategic Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.85M in Q4 2020.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.