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

Aspiriant 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
Q2 		$428K Buy
8,493
+889
+12% +$44.1K 0.01% 269
2026
Q1 		$347K Hold
7,604
– – 0.01% 258
2025
Q4 		$338K Buy
+7,604
New +$332K 0.01% 261

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Aspiriant LLC's SPDW Position: Q2 2026 in Review

Aspiriant LLC increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q2 2026, buying an estimated $44.1K and bringing the position to 8,493 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #269.

Aspiriant LLC first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Aspiriant LLC held 8,493 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $428K as of Q2 2026.
  • Aspiriant LLC bought 889 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $44.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #269 holding.
  • Aspiriant LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 282 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.