Center for Financial Planning’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Center for Financial Planning’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	$84M	Buy	1,667,215 +55,753	+3%	+$2.76M	7.85%	3
2026 Q1	$73.6M	Buy	1,611,462 +1,611,338	+1,299,466%	+$75.6M	7.68%	3
2025 Q4	$5.51K	Hold	124	–	–	﹤0.01%	546
2025 Q3	$5.31K	Hold	124	–	–	﹤0.01%	544
2025 Q2	$5.02K	Hold	124	–	–	﹤0.01%	517
2025 Q1	$4.51K	Hold	124	–	–	﹤0.01%	541
2024 Q4	$4.23K	Buy	+124	New	+$4.44K	﹤0.01%	493
2022 Q4	–	Sell	-171	Closed	-$4K	–	649
2022 Q3	$4K	Buy	+171	New	+$4.93K	﹤0.01%	450

Other funds holding SPDW

AOI

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Center for Financial Planning's SPDW Position: Q2 2026 in Review

Center for Financial Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.5% in Q2 2026, buying an estimated $2.76M and bringing the position to 1,667,215 shares worth $84M. The position accounts for 7.85% of the portfolio, ranked #3.

Center for Financial Planning first reported a position in SPDW in Q3 2022 and has held it in 8 quarters since. 432 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Center for Financial Planning held 1,667,215 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $84M as of Q2 2026.
Center for Financial Planning bought 55,753 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.76M.
State Street SPDR Portfolio Developed World ex-US ETF made up 7.85% of Center for Financial Planning's portfolio in Q2 2026, its #3 holding.
Center for Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 8 quarters since.
432 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.