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

Walkner Condon 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 		$68.3M Buy
1,356,118
+91,840
+7% +$4.55M 7.84% 1
2026
Q1 		$57.7M Buy
1,264,278
+140,395
+12% +$6.59M 7.61% 1
2025
Q4 		$49.9M Buy
1,123,883
+269,518
+32% +$11.8M 6.93% 1
2025
Q3 		$36.6M Buy
854,365
+121,174
+17% +$5.02M 5.79% 1
2025
Q2 		$29.7M Buy
733,191
+48,886
+7% +$1.87M 5.46% 1
2025
Q1 		$24.9M Buy
684,305
+239,449
+54% +$8.65M 5.04% 1
2024
Q4 		$15.2M Buy
444,856
+21,364
+5% +$765K 3.09% 4
2024
Q3 		$15.9M Sell
423,492
-59,981
-12% -$2.17M 3.25% 3
2024
Q2 		$17M Buy
483,473
+70,872
+17% +$2.52M 3.66% 3
2024
Q1 		$14.8M Buy
412,601
+33,640
+9% +$1.16M 3.14% 3
2023
Q4 		$12.9M Buy
378,961
+21,071
+6% +$669K 2.94% 3
2023
Q3 		$11.1M Sell
357,890
-2,842
-0.8% -$91.8K 2.94% 4
2023
Q2 		$11.7M Sell
360,732
-11,424
-3% -$373K 3.11% 4
2023
Q1 		$12M Sell
372,156
-13,685
-4% -$432K 3.35% 3
2022
Q4 		$11.5M Buy
385,841
+795
+0.2% +$22.8K 3.43% 3
2022
Q3 		$9.93M Buy
385,046
+22,240
+6% +$641K 3.2% 3
2022
Q2 		$10.5M Sell
362,806
-4,644
-1% -$147K 3.27% 3
2022
Q1 		$12.6M Buy
+367,450
New +$12.7M 3.58% 3
2021
Q3 		– Sell
-296,289
Closed -$10.9M – 168
2021
Q2 		$10.9M Sell
296,289
-70,107
-19% -$2.6M 3.99% 3
2021
Q1 		$13M Sell
366,396
-34,220
-9% -$1.2M 5.03% 3
2020
Q4 		$13.5M Buy
400,616
+30,724
+8% +$968K 5.83% 3
2020
Q3 		$10.8M Buy
369,892
+1,084
+0.3% +$31.7K 5.8% 4
2020
Q2 		$10.2M Sell
368,808
-12,417
-3% -$325K 8.97% 3
2020
Q1 		$9.13M Buy
381,225
+121,826
+47% +$3.49M 9.75% 3
2019
Q4 		$8.13M Buy
+259,399
New +$7.9M 7.84% 4

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

Walkner Condon Financial Advisors's SPDW Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.3% in Q2 2026, buying an estimated $4.55M and bringing the position to 1,356,118 shares worth $68.3M. The position accounts for 7.84% of the portfolio, ranked #1.

Walkner Condon Financial Advisors first reported a position in SPDW in Q4 2019 and has held it in 25 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Walkner Condon Financial Advisors held 1,356,118 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $68.3M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 91,840 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $4.55M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 7.84% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 25 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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.