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Summit Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Summit Financial’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 		$16.9M Sell
335,911
-5,371
-2% -$266K 0.19% 104
2026
Q1 		$15.6M Buy
341,282
+238,787
+233% +$11.2M 0.2% 94
2025
Q4 		$4.55M Sell
102,495
-3,629
-3% -$159K 0.07% 289
2025
Q3 		$4.54M Buy
106,124
+4,506
+4% +$187K 0.07% 280
2025
Q2 		$4.11M Sell
101,618
-252
-0.2% -$9.66K 0.09% 189
2025
Q1 		$3.71M Sell
101,870
-914
-0.9% -$33K 0.1% 165
2024
Q4 		$3.51M Buy
+102,784
New +$3.68M 0.12% 143

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

Summit Financial's SPDW Position: Q2 2026 in Review

Summit Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.6% in Q2 2026, selling an estimated $266K and leaving 335,911 shares worth $16.9M. The position accounts for 0.19% of the portfolio, ranked #104.

Summit Financial first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Summit Financial held 335,911 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $16.9M as of Q2 2026.
  • Summit Financial sold 5,371 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $266K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.19% of Summit Financial's portfolio in Q2 2026, its #104 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.