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Walsh & Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Walsh & Associates’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 		$3.62M Buy
71,892
+8,841
+14% +$438K 2.96% 7
2026
Q1 		$2.88M Buy
63,051
+1,061
+2% +$49.8K 2.85% 6
2025
Q4 		$2.75M Buy
+61,990
New +$2.71M 2.71% 6

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

Walsh & Associates's SPDW Position: Q2 2026 in Review

Walsh & Associates increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q2 2026, buying an estimated $438K and bringing the position to 71,892 shares worth $3.62M. The position accounts for 2.96% of the portfolio, ranked #7.

Walsh & Associates first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 1,224 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Walsh & Associates held 71,892 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.62M as of Q2 2026.
  • Walsh & Associates bought 8,841 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $438K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.96% of Walsh & Associates's portfolio in Q2 2026, its #7 holding.
  • Walsh & Associates first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,224 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.