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

Uptown 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	$1.01M	Sell	20,066 -55	-0.3%	-$2.73K	0.67%	27
2026 Q1	$919K	Hold	20,121	–	–	0.73%	27
2025 Q4	$894K	Buy	20,121 +575	+3%	+$25.1K	0.64%	30
2025 Q3	$836K	Sell	19,546 -79	-0.4%	-$3.27K	0.69%	30
2025 Q2	$795K	Sell	19,625 -78	-0.4%	-$2.99K	0.68%	30
2025 Q1	$717K	Hold	19,703	–	–	0.73%	29
2024 Q4	$672K	Buy	+19,703	New	+$705K	0.73%	28

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Uptown Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.27% in Q2 2026, selling an estimated $2.73K and leaving 20,066 shares worth $1.01M. The position accounts for 0.67% of the portfolio, ranked #27.

Uptown Financial Advisors first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Uptown Financial Advisors held 20,066 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.01M as of Q2 2026.
Uptown Financial Advisors sold 55 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.73K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.67% of Uptown Financial Advisors's portfolio in Q2 2026, its #27 holding.
Uptown Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
358 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.