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

VestGen 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 		$3.9M Sell
77,440
-6,322
-8% -$313K 0.11% 178
2026
Q1 		$4.17M Sell
83,762
-3,833
-4% -$180K 0.11% 157
2025
Q4 		$3.89M Sell
87,595
-256,886
-75% -$11.2M 0.17% 128
2025
Q3 		$14.7M Buy
344,481
+4,809
+1% +$199K 0.49% 39
2025
Q2 		$13.7M Sell
339,672
-15,098
-4% -$579K 0.55% 39
2025
Q1 		$12.9M Buy
+354,770
New +$12.8M 0.59% 33

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

VestGen Advisors's SPDW Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.5% in Q2 2026, selling an estimated $313K and leaving 77,440 shares worth $3.9M. The position accounts for 0.11% of the portfolio, ranked #178.

VestGen Advisors first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.7M in Q3 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • VestGen Advisors held 77,440 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.9M as of Q2 2026.
  • VestGen Advisors sold 6,322 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $313K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of VestGen Advisors's portfolio in Q2 2026, its #178 holding.
  • VestGen Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $14.7M in Q3 2025.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.