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

BFSG 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	$14.7K	Buy	+291	New	+$14.4K	﹤0.01%	543

Other funds holding SPDW

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

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

BFSG LLC's SPDW Position: Q2 2026 in Review

BFSG LLC opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 291 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings.

313 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

BFSG LLC held 291 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $14.7K as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new BFSG LLC position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #543 holding.
313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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