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

Aspetuck Financial Management’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	$5.32M	Buy	105,510 +1,116	+1%	+$55.3K	3.13%	7
2026 Q1	$4.77M	Buy	104,394 +1,314	+1%	+$61.7K	3.27%	8
2025 Q4	$4.58M	Buy	103,080 +1,949	+2%	+$85.2K	3.07%	8
2025 Q3	$4.33M	Buy	101,131 +395	+0.4%	+$16.4K	2.96%	9
2025 Q2	$4.08M	Buy	100,736 +13,537	+16%	+$519K	3.07%	6
2025 Q1	$3.17M	Buy	87,199 +2,219	+3%	+$80.2K	2.73%	11
2024 Q4	$2.9M	Buy	+84,980	New	+$3.04M	2.26%	17

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

Aspetuck Financial Management's SPDW Position: Q2 2026 in Review

Aspetuck Financial Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.1% in Q2 2026, buying an estimated $55.3K and bringing the position to 105,510 shares worth $5.32M. The position accounts for 3.13% of the portfolio, ranked #7.

Aspetuck Financial Management first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Aspetuck Financial Management held 105,510 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.32M as of Q2 2026.
Aspetuck Financial Management bought 1,116 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $55.3K.
State Street SPDR Portfolio Developed World ex-US ETF made up 3.13% of Aspetuck Financial Management's portfolio in Q2 2026, its #7 holding.
Aspetuck Financial Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.