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Avantax Planning Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Avantax Planning Partners’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 		$576K Hold
11,421
– – 0.01% 269
2026
Q1 		$521K Sell
11,421
-455
-4% -$21.4K 0.01% 273
2025
Q4 		$527K Hold
11,876
– – 0.01% 266
2025
Q3 		$508K Sell
11,876
-238
-2% -$9.86K 0.01% 267
2025
Q2 		$490K Sell
12,114
-1
-0% -$38 0.02% 268
2025
Q1 		$441K Sell
12,115
-397
-3% -$14.3K 0.02% 276
2024
Q4 		$427K Buy
12,512
+17
+0.1% +$609 0.02% 280
2024
Q3 		$469K Buy
12,495
+652
+6% +$23.5K 0.02% 269
2024
Q2 		$415K Buy
11,843
+227
+2% +$8.07K 0.01% 314
2024
Q1 		$416K Buy
+11,616
New +$399K 0.01% 311

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

Avantax Planning Partners's SPDW Position: Q2 2026 in Review

Avantax Planning Partners held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 11,421 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #269.

Avantax Planning Partners first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Avantax Planning Partners held 11,421 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $576K as of Q2 2026.
  • Avantax Planning Partners left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #269 holding.
  • Avantax Planning Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 10 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 Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.