UBS Group
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UBS Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

UBS Group’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
Q1 		$401M Buy
8,789,986
+393,931
+5% +$18.5M 0.06% 326
2025
Q4 		$373M Sell
8,396,055
-18,034
-0.2% -$788K 0.06% 317
2025
Q3 		$360M Buy
8,414,089
+22,915
+0.3% +$950K 0.06% 327
2025
Q2 		$340M Buy
8,391,174
+1,108,971
+15% +$42.5M 0.06% 323
2025
Q1 		$265M Buy
7,282,203
+2,234
+0% +$80.7K 0.05% 396
2024
Q4 		$248M Sell
7,279,969
-1,337,058
-16% -$47.9M 0.05% 409
2024
Q3 		$324M Buy
8,617,027
+18,255
+0.2% +$659K 0.07% 264
2024
Q2 		$302M Buy
8,598,772
+865,363
+11% +$30.8M 0.07% 252
2024
Q1 		$277M Sell
7,733,409
-10,395
-0.1% -$357K 0.07% 276
2023
Q4 		$263M Buy
7,743,804
+4,032,713
+109% +$128M 0.08% 252
2023
Q3 		$115M Buy
3,711,091
+100,566
+3% +$3.25M 0.04% 450
2023
Q2 		$117M Buy
3,610,525
+190,246
+6% +$6.21M 0.04% 432
2023
Q1 		$110M Buy
3,420,279
+25,783
+0.8% +$814K 0.04% 426
2022
Q4 		$101M Buy
3,394,496
+102,355
+3% +$2.94M 0.04% 488
2022
Q3 		$84.9M Buy
3,292,141
+56,798
+2% +$1.64M 0.04% 482
2022
Q2 		$93.3M Buy
3,235,343
+232,676
+8% +$7.37M 0.04% 470
2022
Q1 		$103M Buy
3,002,667
+100,355
+3% +$3.48M 0.03% 518
2021
Q4 		$106M Buy
2,902,312
+153,199
+6% +$5.63M 0.03% 573
2021
Q3 		$99.5M Buy
2,749,113
+65,648
+2% +$2.44M 0.03% 535
2021
Q2 		$98.7M Buy
2,683,465
+55,871
+2% +$2.07M 0.03% 526
2021
Q1 		$92.9M Sell
2,627,594
-118,735
-4% -$4.16M 0.03% 549
2020
Q4 		$92.7M Buy
2,746,329
+105,748
+4% +$3.33M 0.03% 512
2020
Q3 		$77.3M Buy
2,640,581
+150,412
+6% +$4.39M 0.03% 471
2020
Q2 		$68.8M Buy
2,490,169
+98,357
+4% +$2.57M 0.03% 475
2020
Q1 		$57.3M Buy
2,391,812
+1,041,891
+77% +$29.8M 0.03% 495
2019
Q4 		$42.3M Sell
1,349,921
-77,787
-5% -$2.37M 0.01% 864
2019
Q3 		$41.9M Sell
1,427,708
-1,689
-0.1% -$49K 0.02% 783
2019
Q2 		$42.3M Sell
1,429,397
-98,810
-6% -$2.91M 0.02% 758
2019
Q1 		$44.6M Buy
1,528,207
+81,790
+6% +$2.33M 0.02% 699
2018
Q4 		$38.3M Sell
1,446,417
-26,061
-2% -$735K 0.02% 729
2018
Q3 		$45.3M Buy
1,472,478
+324,618
+28% +$9.91M 0.02% 727
2018
Q2 		$34.9M Buy
1,147,860
+599,332
+109% +$18.9M 0.02% 848
2018
Q1 		$17.2M Buy
548,528
+133,782
+32% +$4.29M 0.01% 1263
2017
Q4 		$13.1M Buy
414,746
+21,182
+5% +$661K 0.01% 1512
2017
Q3 		$12.1M Buy
393,564
+34,909
+10% +$1.04M 0.01% 1463
2017
Q2 		$10.4M Buy
358,655
+15,051
+4% +$433K 0.01% 1501
2017
Q1 		$9.53M Buy
343,604
+27,396
+9% +$738K 0.01% 1544
2016
Q4 		$8.13M Sell
316,208
-7,345
-2% -$190K ﹤0.01% 1684
2016
Q3 		$8.56M Buy
323,553
+25,627
+9% +$665K 0.01% 1545
2016
Q2 		$7.43M Sell
297,926
-6,920
-2% -$177K ﹤0.01% 1611
2016
Q1 		$7.72M Buy
304,846
+20,476
+7% +$495K 0.01% 1509
2015
Q4 		$7.32M Buy
284,370
+79,973
+39% +$2.12M ﹤0.01% 1657
2015
Q3 		$5.18M Buy
204,397
+1,104
+0.5% +$30K ﹤0.01% 1890
2015
Q2 		$5.72M Buy
203,293
+59,759
+42% +$1.75M ﹤0.01% 1938
2015
Q1 		$4.05M Sell
143,534
-54,119
-27% -$1.5M ﹤0.01% 2248
2014
Q4 		$5.32M Buy
+197,653
New +$5.45M ﹤0.01% 2042

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's SPDW Position: Q1 2026 in Review

UBS Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.7% in Q1 2026, buying an estimated $18.5M and bringing the position to 8,789,986 shares worth $401M. The position accounts for 0.06% of the portfolio, ranked #326.

UBS Group first reported a position in SPDW in Q4 2014 and has held it in 46 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • UBS Group held 8,789,986 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $401M as of Q1 2026.
  • UBS Group bought 393,931 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $18.5M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of UBS Group's portfolio in Q1 2026, its #326 holding.
  • UBS Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.