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

Valeo 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	$433K	Buy	17,994 +469	+3%	+$23.2K	0.01%	493
2026 Q1	$372K	Buy	17,525 +3,729	+27%	+$175K	0.01%	476
2025 Q4	$359K	Hold	13,796	–	–	0.01%	561
2025 Q3	$346K	Sell	13,796 -1,012	-7%	-$41.9K	0.01%	565
2025 Q2	$368K	Buy	14,808 +5,089	+52%	+$195K	0.01%	516
2025 Q1	$354K	Buy	9,719 +1,775	+22%	+$64.1K	0.01%	490
2024 Q4	$271K	Hold	7,944	–	–	0.01%	578
2024 Q3	$298K	Sell	7,944 -25	-0.3%	-$902	0.01%	528
2024 Q2	$280K	Buy	7,969 +25	+0.3%	+$889	0.01%	527
2024 Q1	$277K	Buy	+7,944	New	+$273K	0.01%	530
2023 Q4	–	Sell	-11,029	Closed	-$342K	–	710
2023 Q3	$342K	Buy	+11,029	New	+$356K	0.02%	423
2021 Q2	–	Sell	-825	Closed	-$29K	–	1628
2021 Q1	$29K	Buy	+825	New	+$28.9K	﹤0.01%	1045

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 22.96% 1-Year Est. Return

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

Valeo Financial Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.7% in Q2 2026, buying an estimated $23.2K and bringing the position to 17,994 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #493.

Valeo Financial Advisors first reported a position in SPDW in Q1 2021 and has held it in 12 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Valeo Financial Advisors held 17,994 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $433K as of Q2 2026.
Valeo Financial Advisors bought 469 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $23.2K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #493 holding.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 12 quarters since.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.