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

Willis Johnson & 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 		– Sell
-8,647
Closed -$395K – 176
2026
Q1 		$395K Sell
8,647
-734
-8% -$34.4K 0.02% 128
2025
Q4 		$417K Sell
9,381
-658
-7% -$28.8K 0.03% 113
2025
Q3 		$430K Buy
10,039
+2,924
+41% +$121K 0.03% 112
2025
Q2 		$288K Buy
7,115
+477
+7% +$18.3K 0.02% 134
2025
Q1 		$242K Buy
+6,638
New +$240K 0.02% 138

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

Willis Johnson & Associates's SPDW Position: Q2 2026 in Review

Willis Johnson & Associates sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 8,647 shares — an estimated $395K sold.

Willis Johnson & Associates first reported a position in SPDW in Q1 2025 and held it in 5 quarters. The position peaked at $430K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Willis Johnson & Associates reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 8,647 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $395K.
  • Willis Johnson & Associates first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and held it in 5 quarters.
  • Willis Johnson & Associates's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $430K in Q3 2025.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.