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

YHB Investment Advisors’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 		$9.15M Buy
181,509
+2,778
+2% +$138K 0.59% 49
2026
Q1 		$8.16M Buy
178,731
+257
+0.1% +$12.1K 0.58% 47
2025
Q4 		$7.93M Buy
178,474
+38,984
+28% +$1.7M 0.55% 50
2025
Q3 		$5.97M Sell
139,490
-91
-0.1% -$3.77K 0.44% 62
2025
Q2 		$5.65M Buy
139,581
+2,990
+2% +$115K 0.44% 60
2025
Q1 		$4.97M Sell
136,591
-1,360
-1% -$49.1K 0.42% 64
2024
Q4 		$4.71M Buy
137,951
+1,476
+1% +$52.8K 0.39% 65
2024
Q3 		$5.13M Sell
136,475
-1,290
-0.9% -$46.6K 0.42% 59
2024
Q2 		$4.83M Sell
137,765
-254
-0.2% -$9.03K 0.42% 59
2024
Q1 		$4.95M Buy
138,019
+13,282
+11% +$456K 0.44% 60
2023
Q4 		$4.24M Sell
124,737
-10,385
-8% -$330K 0.41% 64
2023
Q3 		$4.19M Buy
135,122
+17,165
+15% +$554K 0.39% 71
2023
Q2 		$3.84M Buy
117,957
+83,993
+247% +$2.74M 0.36% 77
2023
Q1 		$1.09M Sell
33,964
-325
-0.9% -$10.3K 0.11% 140
2022
Q4 		$1.02M Buy
34,289
+1,714
+5% +$49.2K 0.11% 142
2022
Q3 		$840K Sell
32,575
-6,171
-16% -$178K 0.09% 152
2022
Q2 		$1.12M Buy
38,746
+539
+1% +$17.1K 0.12% 136
2022
Q1 		$1.31M Sell
38,207
-630
-2% -$21.9K 0.12% 145
2021
Q4 		$1.42M Sell
38,837
-2,677
-6% -$98.5K 0.11% 155
2021
Q3 		$1.5M Buy
41,514
+1,177
+3% +$43.7K 0.13% 145
2021
Q2 		$1.48M Buy
40,337
+2,351
+6% +$87.2K 0.13% 148
2021
Q1 		$1.41M Buy
37,986
+2,266
+6% +$79.4K 0.12% 148
2020
Q4 		$1.21M Sell
35,720
-1,004
-3% -$31.6K 0.11% 151
2020
Q3 		$1.07M Buy
+36,724
New +$1.07M 0.12% 151

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

YHB Investment Advisors's SPDW Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.6% in Q2 2026, buying an estimated $138K and bringing the position to 181,509 shares worth $9.15M. The position accounts for 0.59% of the portfolio, ranked #49.

YHB Investment Advisors first reported a position in SPDW in Q3 2020 and has held it in 24 quarters since. 541 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • YHB Investment Advisors held 181,509 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.15M as of Q2 2026.
  • YHB Investment Advisors bought 2,778 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $138K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.59% of YHB Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 24 quarters since.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.