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

Tortoise 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 		$14.3M Buy
284,576
+7,664
+3% +$380K 1.07% 27
2026
Q1 		$12.6M Buy
276,912
+6,621
+2% +$311K 1.04% 28
2025
Q4 		$12M Buy
270,291
+24,010
+10% +$1.05M 1.05% 28
2025
Q3 		$10.5M Buy
246,281
+14,688
+6% +$609K 0.94% 32
2025
Q2 		$9.38M Sell
231,593
-2,135
-0.9% -$81.8K 0.89% 35
2025
Q1 		$8.51M Buy
233,728
+12,916
+6% +$467K 0.89% 36
2024
Q4 		$7.54M Buy
220,812
+23,340
+12% +$836K 0.8% 39
2024
Q3 		$7.42M Buy
197,472
+14,471
+8% +$522K 0.77% 40
2024
Q2 		$6.42M Buy
183,001
+13,541
+8% +$482K 0.73% 38
2024
Q1 		$6.07M Buy
169,460
+47,350
+39% +$1.63M 0.74% 39
2023
Q4 		$4.15M Buy
122,110
+35,582
+41% +$1.13M 0.56% 49
2023
Q3 		$2.68M Buy
86,528
+1,276
+1% +$41.2K 0.4% 61
2023
Q2 		$2.77M Buy
85,252
+462
+0.5% +$15.1K 0.41% 63
2023
Q1 		$2.72M Buy
84,790
+2,533
+3% +$80K 0.43% 57
2022
Q4 		$2.44M Buy
82,257
+8,602
+12% +$247K 0.43% 59
2022
Q3 		$1.9M Buy
73,655
+30,100
+69% +$868K 0.37% 65
2022
Q2 		$1.26M Sell
43,555
-425
-1% -$13.5K 0.25% 77
2022
Q1 		$1.51M Buy
43,980
+15,248
+53% +$529K 0.28% 72
2021
Q4 		$1.05M Sell
28,732
-6,437
-18% -$237K 0.2% 79
2021
Q3 		$1.27M Buy
35,169
+7,504
+27% +$279K 0.26% 66
2021
Q2 		$1.02M Buy
27,665
+640
+2% +$23.7K 0.21% 73
2021
Q1 		$956K Hold
27,025
– – 0.21% 77
2020
Q4 		$912K Sell
27,025
-7,025
-21% -$221K 0.21% 74
2020
Q3 		$996K Sell
34,050
-20
-0.1% -$584 0.24% 72
2020
Q2 		$941K Sell
34,070
-16,305
-32% -$427K 0.24% 72
2020
Q1 		$1.21M Buy
50,375
+21,555
+75% +$617K 0.35% 60
2019
Q4 		$904K Hold
28,820
– – 0.21% 70
2019
Q3 		$846K Buy
28,820
+28,140
+4,138% +$816K 0.22% 71
2019
Q2 		$20K Hold
680
– – 0.01% 342
2019
Q1 		$20K Hold
680
– – 0.01% 328
2018
Q4 		$18K Buy
+680
New +$19.2K ﹤0.01% 321
2017
Q1 		– Sell
-2,540
Closed -$65K – 512
2016
Q4 		$65K Buy
+2,540
New +$65.6K 0.02% 178

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Tortoise Investment Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.8% in Q2 2026, buying an estimated $380K and bringing the position to 284,576 shares worth $14.3M. The position accounts for 1.07% of the portfolio, ranked #27.

Tortoise Investment Management first reported a position in SPDW in Q4 2016 and has held it in 32 quarters since. 848 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Tortoise Investment Management held 284,576 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $14.3M as of Q2 2026.
  • Tortoise Investment Management bought 7,664 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $380K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.07% of Tortoise Investment Management's portfolio in Q2 2026, its #27 holding.
  • Tortoise Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2016 and has held it in 32 quarters since.
  • 848 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.