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Superior Planning, LLC’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Superior Planning, LLC’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
Q3 		$176K Buy
+3,496
New +$178K 0.07% 179

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's SPDW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026: 3,496 shares worth $176K. The stake represents 0.07% of the portfolio and ranks #179 among its holdings.

1,011 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Superior Planning, LLC held 3,496 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $176K as of Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Superior Planning, LLC position in Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Superior Planning, LLC's portfolio in Q3 2026, its #179 holding.
  • 1,011 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.