UAS
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United Asset Strategies’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

United Asset Strategies’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 		$3.33M Buy
66,131
+3,543
+6% +$176K 0.24% 79
2026
Q1 		$2.86M Buy
62,588
+8,900
+17% +$418K 0.23% 79
2025
Q4 		$2.38M Sell
53,688
-59
-0.1% -$2.58K 0.18% 93
2025
Q3 		$2.3M Buy
53,747
+25,744
+92% +$1.07M 0.18% 92
2025
Q2 		$1.13M Buy
28,003
+15,905
+131% +$610K 0.1% 135
2025
Q1 		$441K Sell
12,098
-2,664
-18% -$96.3K 0.04% 195
2024
Q4 		$504K Buy
14,762
+497
+3% +$17.8K 0.05% 179
2024
Q3 		$536K Buy
14,265
+1,067
+8% +$38.5K 0.05% 183
2024
Q2 		$463K Sell
13,198
-12,147
-48% -$432K 0.05% 182
2024
Q1 		$908K Sell
25,345
-11,258
-31% -$387K 0.09% 153
2023
Q4 		$1.24M Sell
36,603
-12,070
-25% -$383K 0.14% 128
2023
Q3 		$1.51M Sell
48,673
-428
-0.9% -$13.8K 0.2% 109
2023
Q2 		$1.6M Buy
49,101
+31,277
+175% +$1.02M 0.2% 104
2023
Q1 		$800K Sell
17,824
-15,758
-47% -$497K 0.11% 142
2022
Q4 		$997K Buy
33,582
+20,844
+164% +$598K 0.14% 137
2022
Q3 		$329K Buy
12,738
+1,251
+11% +$36.1K 0.05% 177
2022
Q2 		$331K Buy
11,487
+218
+2% +$6.9K 0.05% 175
2022
Q1 		$386K Buy
11,269
+1,237
+12% +$42.9K 0.05% 168
2021
Q4 		$366K Sell
10,032
-9,698
-49% -$357K 0.04% 170
2021
Q3 		$714K Sell
19,730
-6,284
-24% -$233K 0.09% 133
2021
Q2 		$957K Sell
26,014
-30
-0.1% -$1.11K 0.13% 117
2021
Q1 		$921K Buy
26,044
+5,402
+26% +$189K 0.13% 112
2020
Q4 		$697K Buy
20,642
+5,197
+34% +$164K 0.11% 129
2020
Q3 		$452K Sell
15,445
-373
-2% -$10.9K 0.08% 144
2020
Q2 		$437K Sell
15,818
-12,807
-45% -$335K 0.09% 136
2020
Q1 		$685K Buy
28,625
+798
+3% +$22.8K 0.17% 103
2019
Q4 		$872K Sell
27,827
-19,341
-41% -$589K 0.17% 110
2019
Q3 		$1.39M Buy
47,168
+6,299
+15% +$183K 0.3% 85
2019
Q2 		$1.21M Buy
40,869
+2,475
+6% +$72.9K 0.28% 88
2019
Q1 		$1.12M Buy
38,394
+28,687
+296% +$817K 0.26% 96
2018
Q4 		$257K Sell
9,707
-287
-3% -$8.09K 0.07% 163
2018
Q3 		$308K Buy
9,994
+1,377
+16% +$42.1K 0.07% 171
2018
Q2 		$262K Buy
8,617
+602
+8% +$19K 0.07% 181
2018
Q1 		$252K Sell
8,015
-14,710
-65% -$472K 0.07% 174
2017
Q4 		$720K Buy
+22,725
New +$709K 0.19% 108

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

United Asset Strategies's SPDW Position: Q2 2026 in Review

United Asset Strategies increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.7% in Q2 2026, buying an estimated $176K and bringing the position to 66,131 shares worth $3.33M. The position accounts for 0.24% of the portfolio, ranked #79.

United Asset Strategies first reported a position in SPDW in Q4 2017 and has held it in 35 quarters since. 417 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • United Asset Strategies held 66,131 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.33M as of Q2 2026.
  • United Asset Strategies bought 3,543 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $176K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.24% of United Asset Strategies's portfolio in Q2 2026, its #79 holding.
  • United Asset Strategies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 35 quarters since.
  • 417 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.