Winch Advisory Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Winch Advisory Services’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	$155K	Buy	3,075 +35	+1%	+$1.74K	0.03%	123
2026 Q1	$139K	Hold	3,040	–	–	0.03%	117
2025 Q4	$135K	Sell	3,040 -1,027	-25%	-$44.9K	0.03%	112
2025 Q3	$174K	Buy	4,067 +172	+4%	+$7.13K	0.04%	106
2025 Q2	$158K	Buy	3,895 +3,834	+6,285%	+$147K	0.04%	105
2025 Q1	$2.23K	Hold	61	–	–	﹤0.01%	405
2024 Q4	$2.09K	Hold	61	–	–	﹤0.01%	437
2024 Q3	$2.27K	Hold	61	–	–	﹤0.01%	369
2024 Q2	$2.12K	Buy	61 +2	+3%	+$71	﹤0.01%	369
2024 Q1	$2.13K	Hold	59	–	–	﹤0.01%	367
2023 Q4	$2.02K	Hold	59	–	–	﹤0.01%	362
2023 Q3	$2K	Hold	59	–	–	﹤0.01%	370
2023 Q2	$2K	Buy	59 +1	+2%	+$33	﹤0.01%	369
2023 Q1	$2K	Buy	58 +31	+115%	+$979	﹤0.01%	364
2022 Q4	$1K	Hold	27	–	–	﹤0.01%	389
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	380
2022 Q2	$1K	Buy	27 +1	+4%	+$32	﹤0.01%	407
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	431
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	447
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	460
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	464
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	436
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	414
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	376
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	366
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	325
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	349
2019 Q3	$1K	Sell	26 -45	-63%	-$1.3K	﹤0.01%	338
2019 Q2	$2K	Buy	71 +45	+173%	+$1.32K	﹤0.01%	381
2019 Q1	$1K	Buy	+26	New	+$741	﹤0.01%	363
2018 Q3	–	Sell	-105	Closed	-$3K	–	344
2018 Q2	$3K	Hold	105	–	–	﹤0.01%	267
2018 Q1	$3K	Buy	+105	New	+$3.37K	﹤0.01%	256

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Winch Advisory Services's SPDW Position: Q2 2026 in Review

Winch Advisory Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q2 2026, buying an estimated $1.74K and bringing the position to 3,075 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #123.

Winch Advisory Services first reported a position in SPDW in Q1 2018 and has held it in 32 quarters since. The position peaked at $174K in Q3 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Winch Advisory Services held 3,075 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $155K as of Q2 2026.
Winch Advisory Services bought 35 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.74K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Winch Advisory Services's portfolio in Q2 2026, its #123 holding.
Winch Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 32 quarters since.
Winch Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $174K 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 Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.