Cardiff Park Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Cardiff Park Advisors’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	$715K	Buy	14,187 +887	+7%	+$44K	0.06%	144
2026 Q1	$607K	Hold	13,300	–	–	0.05%	160
2025 Q4	$591K	Buy	13,300 +367	+3%	+$16K	0.05%	158
2025 Q3	$553K	Hold	12,933	–	–	0.04%	170
2025 Q2	$524K	Buy	12,933 +18	+0.1%	+$690	0.05%	162
2025 Q1	$470K	Hold	12,915	–	–	0.05%	169
2024 Q4	$441K	Buy	12,915 +15	+0.1%	+$537	0.04%	174
2024 Q3	$485K	Buy	12,900 +494	+4%	+$17.8K	0.04%	163
2024 Q2	$435K	Buy	12,406 +9	+0.1%	+$320	0.04%	168
2024 Q1	$444K	Hold	12,397	–	–	0.04%	172
2023 Q4	$422K	Buy	12,397 +553	+5%	+$17.6K	0.05%	161
2023 Q3	$367K	Hold	11,844	–	–	0.05%	162
2023 Q2	$385K	Hold	11,844	–	–	0.05%	170
2023 Q1	$380K	Hold	11,844	–	–	0.05%	163
2022 Q4	$352K	Hold	11,844	–	–	0.05%	178
2022 Q3	$306K	Hold	11,844	–	–	0.05%	183
2022 Q2	$342K	Hold	11,844	–	–	0.05%	178
2022 Q1	$406K	Hold	11,844	–	–	0.06%	163
2021 Q4	$432K	Buy	+11,844	New	+$436K	0.06%	154

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cardiff Park Advisors's SPDW Position: Q2 2026 in Review

Cardiff Park Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.7% in Q2 2026, buying an estimated $44K and bringing the position to 14,187 shares worth $715K. The position accounts for 0.06% of the portfolio, ranked #144.

Cardiff Park Advisors first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Cardiff Park Advisors held 14,187 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $715K as of Q2 2026.
Cardiff Park Advisors bought 887 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $44K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Cardiff Park Advisors's portfolio in Q2 2026, its #144 holding.
Cardiff Park Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.