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

Cascade Financial 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 		$14.6M Sell
289,451
-120
-0% -$5.95K 1.27% 17
2026
Q1 		$13.2M Buy
289,571
+1,792
+0.6% +$84.1K 1.36% 16
2025
Q4 		$12.8M Sell
287,779
-2,313
-0.8% -$101K 1.3% 15
2025
Q3 		$12.4M Sell
290,092
-140
-0% -$5.8K 1.42% 14
2025
Q2 		$11.8M Buy
290,232
+9,345
+3% +$358K 1.41% 14
2025
Q1 		$10.2M Buy
280,887
+5,341
+2% +$193K 1.29% 12
2024
Q4 		$9.4M Buy
275,546
+22,331
+9% +$800K 1.23% 16
2024
Q3 		$9.2M Sell
253,215
-15
-0% -$541 1.15% 14
2024
Q2 		$8.88M Buy
253,230
+3,792
+2% +$135K 1.17% 15
2024
Q1 		$8.66M Buy
+249,438
New +$8.57M 1.25% 12

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

Cascade Financial Partners's SPDW Position: Q2 2026 in Review

Cascade Financial Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.04% in Q2 2026, selling an estimated $5.95K and leaving 289,451 shares worth $14.6M. The position accounts for 1.27% of the portfolio, ranked #17.

Cascade Financial Partners first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Cascade Financial Partners held 289,451 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $14.6M as of Q2 2026.
  • Cascade Financial Partners sold 120 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $5.95K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.27% of Cascade Financial Partners's portfolio in Q2 2026, its #17 holding.
  • Cascade Financial 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.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.