SWA
SPDW icon

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

Strategies Wealth 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 		$172M Sell
3,413,848
-179,703
-5% -$8.91M 15.39% 1
2026
Q1 		$164M Buy
3,593,551
+27,214
+0.8% +$1.28M 16.48% 1
2025
Q4 		$158M Buy
3,566,337
+191,757
+6% +$8.38M 15.87% 1
2025
Q3 		$144M Buy
3,374,580
+35,560
+1% +$1.47M 15.02% 1
2025
Q2 		$135M Buy
3,339,020
+31,841
+1% +$1.22M 14.76% 1
2025
Q1 		$120M Buy
3,307,179
+144,528
+5% +$5.22M 14.7% 1
2024
Q4 		$114M Buy
3,162,651
+510,701
+19% +$18.3M 14.2% 3
2024
Q3 		$99.6M Buy
2,651,950
+271,086
+11% +$9.79M 13.32% 3
2024
Q2 		$83.5M Buy
2,380,864
+398,502
+20% +$14.2M 12.16% 3
2024
Q1 		$71M Buy
1,982,362
+361,830
+22% +$12.4M 10.93% 3
2023
Q4 		$55.1M Buy
1,620,532
+1,072,169
+196% +$34M 9.41% 3
2023
Q3 		$17M Buy
548,363
+494,716
+922% +$16M 3.34% 10
2023
Q2 		$1.75M Sell
53,647
-299
-0.6% -$9.76K 0.36% 33
2023
Q1 		$1.73M Sell
53,946
-775
-1% -$24.5K 0.38% 32
2022
Q4 		$1.62M Buy
+54,721
New +$1.57M 0.4% 29
2022
Q2 		$1.56M Buy
54,125
+1,081
+2% +$34.2K 0.45% 32
2022
Q1 		$1.82M Hold
53,044
– – 0.49% 29
2021
Q4 		$1.94M Buy
+53,044
New +$1.95M 0.54% 32

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

Strategies Wealth Advisors's SPDW Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5% in Q2 2026, selling an estimated $8.91M and leaving 3,413,848 shares worth $172M. The position accounts for 15.39% of the portfolio, ranked #1.

Strategies Wealth Advisors first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Strategies Wealth Advisors held 3,413,848 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $172M as of Q2 2026.
  • Strategies Wealth Advisors sold 179,703 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $8.91M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 15.39% of Strategies Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Strategies Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 18 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 Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.