XF
SPDW icon

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

XML Financial’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 		$8.62M Buy
171,087
+1,680
+1% +$83.3K 0.63% 46
2026
Q1 		$7.73M Buy
169,407
+7,577
+5% +$356K 0.62% 48
2025
Q4 		$7.19M Sell
161,830
-2,991
-2% -$131K 0.59% 47
2025
Q3 		$7.05M Buy
164,821
+359
+0.2% +$14.9K 0.57% 49
2025
Q2 		$6.66M Buy
164,462
+2,747
+2% +$105K 0.58% 49
2025
Q1 		$5.89M Sell
161,715
-4,442
-3% -$161K 0.55% 55
2024
Q4 		$5.67M Buy
166,157
+3,311
+2% +$119K 0.52% 52
2024
Q3 		$6.12M Buy
162,846
+3,401
+2% +$123K 0.57% 51
2024
Q2 		$5.59M Buy
159,445
+5,372
+3% +$191K 0.56% 50
2024
Q1 		$5.52M Buy
154,073
+1,705
+1% +$58.6K 0.57% 51
2023
Q4 		$5.18M Buy
152,368
+8,016
+6% +$254K 0.55% 56
2023
Q3 		$4.48M Buy
144,352
+52,665
+57% +$1.7M 0.54% 58
2023
Q2 		$2.98M Buy
91,687
+10,903
+13% +$356K 0.35% 79
2023
Q1 		$2.59M Buy
+80,784
New +$2.55M 0.32% 88

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

XML Financial's SPDW Position: Q2 2026 in Review

XML Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.99% in Q2 2026, buying an estimated $83.3K and bringing the position to 171,087 shares worth $8.62M. The position accounts for 0.63% of the portfolio, ranked #46.

XML Financial first reported a position in SPDW in Q1 2023 and has held it in 14 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • XML Financial held 171,087 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.62M as of Q2 2026.
  • XML Financial bought 1,680 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $83.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.63% of XML Financial's portfolio in Q2 2026, its #46 holding.
  • XML Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 14 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 XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.