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Westside Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Westside Investment Management’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 		$153K Hold
3,045
– – 0.02% 348
2026
Q1 		$139K Buy
3,045
+55
+2% +$2.58K 0.02% 351
2025
Q4 		$133K Hold
2,990
– – 0.02% 343
2025
Q3 		$128K Hold
2,990
– – 0.02% 357
2025
Q2 		$121K Hold
2,990
– – 0.02% 314
2025
Q1 		$109K Buy
2,990
+125
+4% +$4.52K 0.02% 303
2024
Q4 		$97.8K Hold
2,865
– – 0.02% 314
2024
Q3 		$108K Sell
2,865
-128
-4% -$4.62K 0.02% 309
2024
Q2 		$105K Buy
2,993
+200
+7% +$7.11K 0.02% 300
2024
Q1 		$100K Hold
2,793
– – 0.02% 298
2023
Q4 		$95K Hold
2,793
– – 0.02% 286
2023
Q3 		$86.6K Hold
2,793
– – 0.02% 289
2023
Q2 		$90.9K Hold
2,793
– – 0.03% 285
2023
Q1 		$89.7K Hold
2,793
– – 0.03% 283
2022
Q4 		$82 Hold
2,793
– – ﹤0.01% 374
2022
Q3 		$72 Hold
2,793
– – ﹤0.01% 382
2022
Q2 		$80 Hold
2,793
– – ﹤0.01% 370
2022
Q1 		$95 Buy
2,793
+331
+13% +$11.5K ﹤0.01% 367
2021
Q4 		$89 Hold
2,462
– – ﹤0.01% 355
2021
Q3 		$89 Sell
2,462
-56
-2% -$2.08K ﹤0.01% 353
2021
Q2 		$92 Buy
2,518
+518
+26% +$19.2K ﹤0.01% 346
2021
Q1 		$70 Hold
2,000
– – ﹤0.01% 350
2020
Q4 		$67 Hold
2,000
– – ﹤0.01% 319
2020
Q3 		$58 Hold
2,000
– – ﹤0.01% 333
2020
Q2 		$55 Hold
2,000
– – ﹤0.01% 319
2020
Q1 		$47 Buy
+2,000
New +$57.2K ﹤0.01% 330
2019
Q2 		$1 Buy
+36
New +$1.06K ﹤0.01% 636

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

Westside Investment Management's SPDW Position: Q2 2026 in Review

Westside Investment Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 3,045 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #348.

Westside Investment Management first reported a position in SPDW in Q2 2019 and has held it in 27 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Westside Investment Management held 3,045 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $153K as of Q2 2026.
  • Westside Investment Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #348 holding.
  • Westside Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 27 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 Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.