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

Synergy Investment Management’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 		$279K Sell
5,541
-60
-1% -$2.97K 0.07% 138
2026
Q1 		$256K Sell
5,601
-5
-0.1% -$235 0.08% 117
2025
Q4 		$249K Sell
5,606
-1,391
-20% -$60.8K 0.09% 115
2025
Q3 		$299K Sell
6,997
-1,377
-16% -$57.1K 0.11% 103
2025
Q2 		$339K Sell
8,374
-8,001
-49% -$307K 0.2% 60
2025
Q1 		$596K Sell
16,375
-7,138
-30% -$258K 0.25% 66
2024
Q4 		$803K Buy
+23,513
New +$842K 0.35% 46

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

Synergy Investment Management's SPDW Position: Q2 2026 in Review

Synergy Investment Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.1% in Q2 2026, selling an estimated $2.97K and leaving 5,541 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #138.

Synergy Investment Management first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $803K in Q4 2024. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Synergy Investment Management held 5,541 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $279K as of Q2 2026.
  • Synergy Investment Management sold 60 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.97K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Synergy Investment Management's portfolio in Q2 2026, its #138 holding.
  • Synergy Investment Management 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.
  • Synergy Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $803K in Q4 2024.
  • 1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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