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

Summit Investment Advisory Services’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	$228K	Sell	4,533 -794	-15%	-$39.4K	0.06%	82
2026 Q1	$243K	Sell	5,327 -56	-1%	-$2.63K	0.09%	74
2025 Q4	$239K	Buy	5,383 +49	+0.9%	+$2.14K	0.09%	75
2025 Q3	$228K	Buy	5,334 +283	+6%	+$11.7K	0.09%	69
2025 Q2	$205K	Buy	+5,051	New	+$194K	0.09%	68
2024 Q2	–	Sell	-5,743	Closed	-$206K	–	84
2024 Q1	$206K	Buy	+5,743	New	+$197K	0.12%	65

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

Summit Investment Advisory Services's SPDW Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 15% in Q2 2026, selling an estimated $39.4K and leaving 4,533 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #82.

Summit Investment Advisory Services first reported a position in SPDW in Q1 2024 and has held it in 6 quarters since. The position peaked at $243K in Q1 2026. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Summit Investment Advisory Services held 4,533 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $228K as of Q2 2026.
Summit Investment Advisory Services sold 794 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $39.4K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Summit Investment Advisory Services's portfolio in Q2 2026, its #82 holding.
Summit Investment Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 6 quarters since.
Summit Investment Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $243K in Q1 2026.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.