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

Transamerica Financial Advisors’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	$115K	Buy	+2,274	New	+$113K	0.01%	548
2023 Q1	–	Sell	-1,499	Closed	-$45K	–	695
2022 Q4	$45K	Sell	1,499 -14	-0.9%	-$402	0.01%	286
2022 Q3	$40K	Sell	1,513 -13	-0.9%	-$375	0.01%	282
2022 Q2	$44K	Buy	+1,526	New	+$48.3K	0.01%	281
2020 Q3	–	Sell	-2,223	Closed	-$62K	–	435
2020 Q2	$62K	Buy	+2,223	New	+$58.2K	0.01%	196

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 22.9% 1-Year Est. Return

Transamerica Financial Advisors's SPDW Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 2,274 shares worth $115K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in SPDW as recently as Q4 2022.

Transamerica Financial Advisors first reported a position in SPDW in Q2 2020 and has held it in 5 quarters since. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Transamerica Financial Advisors held 2,274 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $115K as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new Transamerica Financial Advisors position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #548 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and has held it in 5 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.