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

Summit Global Investments’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 		$17.7M Buy
352,222
+23,231
+7% +$1.15M 0.97% 11
2026
Q1 		$15M Sell
328,991
-740,072
-69% -$34.7M 0.89% 12
2025
Q4 		$47.5M Buy
1,069,063
+327,436
+44% +$14.3M 2.81% 8
2025
Q3 		$31.7M Buy
741,627
+106,031
+17% +$4.39M 1.85% 8
2025
Q2 		$25.7M Buy
635,596
+108,560
+21% +$4.16M 1.52% 7
2025
Q1 		$19.2M Buy
+527,036
New +$19M 1.4% 7

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Summit Global Investments's SPDW Position: Q2 2026 in Review

Summit Global Investments increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.1% in Q2 2026, buying an estimated $1.15M and bringing the position to 352,222 shares worth $17.7M. The position accounts for 0.97% of the portfolio, ranked #11.

Summit Global Investments first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $47.5M in Q4 2025. 661 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Summit Global Investments held 352,222 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $17.7M as of Q2 2026.
  • Summit Global Investments bought 23,231 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.15M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.97% of Summit Global Investments's portfolio in Q2 2026, its #11 holding.
  • Summit Global Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 6 quarters since.
  • Summit Global Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $47.5M in Q4 2025.
  • 661 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.