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

United Capital 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 		$6.02M Sell
119,980
-5,278
-4% -$262K 0.03% 339
2026
Q1 		$5.72M Sell
125,258
-2,247
-2% -$105K 0.04% 342
2025
Q4 		$5.66M Sell
127,505
-10,876
-8% -$475K 0.03% 332
2025
Q3 		$5.92M Sell
138,381
-2,440
-2% -$101K 0.04% 275
2025
Q2 		$5.7M Sell
140,821
-25,640
-15% -$983K 0.05% 262
2025
Q1 		$6.06M Sell
166,461
-7,356
-4% -$266K 0.05% 248
2024
Q4 		$5.93M Buy
173,817
+2,106
+1% +$75.4K 0.05% 238
2024
Q3 		$6.45M Sell
171,711
-5,939
-3% -$214K 0.05% 227
2024
Q2 		$6.23M Sell
177,650
-3,370
-2% -$120K 0.05% 234
2024
Q1 		$6.49M Sell
181,020
-27,100
-13% -$931K 0.05% 235
2023
Q4 		$7.08M Sell
208,120
-11,191
-5% -$355K 0.06% 236
2023
Q3 		$6.8M Sell
219,311
-6,623
-3% -$214K 0.04% 265
2023
Q2 		$7.35M Sell
225,934
-19,193
-8% -$626K 0.04% 269
2023
Q1 		$7.87M Sell
245,127
-30,289
-11% -$956K 0.04% 272
2022
Q4 		$8.18M Sell
275,416
-32,534
-11% -$934K 0.05% 271
2022
Q3 		$7.95M Sell
307,950
-33,126
-10% -$955K 0.05% 265
2022
Q2 		$9.84M Buy
341,076
+353
+0.1% +$11.2K 0.05% 259
2022
Q1 		$11.7M Buy
340,723
+2,601
+0.8% +$90.2K 0.06% 257
2021
Q4 		$12.3M Sell
338,122
-2,087
-0.6% -$76.8K 0.06% 262
2021
Q3 		$12.3M Sell
340,209
-4,456
-1% -$165K 0.06% 254
2021
Q2 		$12.7M Sell
344,665
-18,707
-5% -$694K 0.06% 248
2021
Q1 		$12.8M Sell
363,372
-107,851
-23% -$3.78M 0.07% 237
2020
Q4 		$15.9M Sell
471,223
-37,789
-7% -$1.19M 0.1% 202
2020
Q3 		$14.9M Sell
509,012
-32,423
-6% -$947K 0.1% 202
2020
Q2 		$15M Sell
541,435
-6,610
-1% -$173K 0.11% 197
2020
Q1 		$13.1M Buy
548,045
+44,321
+9% +$1.27M 0.11% 197
2019
Q4 		$15.8M Buy
503,724
+61,798
+14% +$1.88M 0.1% 237
2019
Q3 		$13M Buy
441,926
+123,434
+39% +$3.58M 0.09% 253
2019
Q2 		$9.42M Buy
318,492
+150,615
+90% +$4.44M 0.06% 304
2019
Q1 		$4.9M Buy
167,877
+4,554
+3% +$130K 0.03% 420
2018
Q4 		$4.32M Buy
+163,323
New +$4.6M 0.03% 404
2015
Q2 		– Sell
-7,072
Closed -$208K – 1309
2015
Q1 		$208K Sell
7,072
-1,498
-17% -$41.4K ﹤0.01% 1179
2014
Q4 		$231K Buy
+8,570
New +$236K ﹤0.01% 1044

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

United Capital Financial Advisors's SPDW Position: Q2 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.2% in Q2 2026, selling an estimated $262K and leaving 119,980 shares worth $6.02M. The position accounts for 0.03% of the portfolio, ranked #339.

United Capital Financial Advisors first reported a position in SPDW in Q4 2014 and has held it in 33 quarters since. The position peaked at $15.9M in Q4 2020. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • United Capital Financial Advisors held 119,980 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.02M as of Q2 2026.
  • United Capital Financial Advisors sold 5,278 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $262K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #339 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2014 and has held it in 33 quarters since.
  • United Capital Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $15.9M in Q4 2020.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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