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

Caitlin John’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 		$2.75M Buy
54,609
+26,458
+94% +$1.31M 1.5% 8
2026
Q1 		$1.29M Sell
28,151
-16,919
-38% -$794K 0.77% 21
2025
Q4 		$2M Sell
45,070
-11,649
-21% -$509K 1.31% 13
2025
Q3 		$2.43M Buy
56,719
+534
+1% +$22.1K 1.69% 7
2025
Q2 		$2.27M Buy
56,185
+29,031
+107% +$1.11M 2.07% 7
2025
Q1 		$989K Buy
27,154
+22,145
+442% +$800K 0.97% 22
2024
Q4 		$171K Buy
5,009
+274
+6% +$9.81K 0.11% 139
2024
Q3 		$166K Sell
4,735
-1,394
-23% -$50.3K 0.1% 142
2024
Q2 		$215K Buy
6,129
+1,368
+29% +$48.7K 0.15% 118
2024
Q1 		$171K Sell
4,761
-1
-0% -$34 0.13% 124
2023
Q4 		$162K Buy
+4,762
New +$151K 0.13% 120

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

Caitlin John's SPDW Position: Q2 2026 in Review

Caitlin John increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 94% in Q2 2026, buying an estimated $1.31M and bringing the position to 54,609 shares worth $2.75M. The position accounts for 1.5% of the portfolio, ranked #8.

Caitlin John first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Caitlin John held 54,609 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.75M as of Q2 2026.
  • Caitlin John bought 26,458 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.31M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.5% of Caitlin John's portfolio in Q2 2026, its #8 holding.
  • Caitlin John first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 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 Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.