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Butensky & Cohen Financial Security’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Butensky & Cohen Financial Security’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 		$4.02M Sell
79,691
-1,040
-1% -$51.6K 0.99% 52
2026
Q1 		$3.69M Sell
80,731
-1,128
-1% -$52.9K 0.97% 54
2025
Q4 		$3.64M Buy
81,859
+899
+1% +$39.3K 0.98% 54
2025
Q3 		$3.46M Sell
80,960
-203
-0.3% -$8.41K 0.97% 55
2025
Q2 		$3.29M Buy
81,163
+1,810
+2% +$69.4K 0.98% 57
2025
Q1 		$2.89M Buy
79,353
+1,302
+2% +$47K 0.88% 60
2024
Q4 		$2.66M Buy
78,051
+2,237
+3% +$80.1K 0.84% 60
2024
Q3 		$2.85M Sell
75,814
-150
-0.2% -$5.42K 0.84% 62
2024
Q2 		$2.66M Sell
75,964
-98
-0.1% -$3.49K 0.85% 61
2024
Q1 		$2.73M Buy
76,062
+882
+1% +$30.3K 0.85% 60
2023
Q4 		$2.56M Sell
75,180
-633
-0.8% -$20.1K 0.85% 60
2023
Q3 		$2.35M Sell
75,813
-464
-0.6% -$15K 0.85% 60
2023
Q2 		$2.48M Hold
76,277
– – 0.89% 59
2023
Q1 		$2.45M Buy
76,277
+105
+0.1% +$3.31K 0.88% 60
2022
Q4 		$2.26M Buy
76,172
+4,434
+6% +$127K 0.84% 59
2022
Q3 		$1.85M Buy
71,738
+10,213
+17% +$294K 0.77% 66
2022
Q2 		$1.77M Buy
+61,525
New +$1.95M 0.73% 70

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

Butensky & Cohen Financial Security's SPDW Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q2 2026, selling an estimated $51.6K and leaving 79,691 shares worth $4.02M. The position accounts for 0.99% of the portfolio, ranked #52.

Butensky & Cohen Financial Security first reported a position in SPDW in Q2 2022 and has held it in 17 quarters since. 358 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Butensky & Cohen Financial Security held 79,691 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.02M as of Q2 2026.
  • Butensky & Cohen Financial Security sold 1,040 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $51.6K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.99% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #52 holding.
  • Butensky & Cohen Financial Security first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 17 quarters since.
  • 358 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.