CFML
SPDW icon

COMPASS FINANCIAL MANAGEMENT LLC’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$14.2K Buy
+281
New +$13.9K ﹤0.01% 977

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SPDW Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 281 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings.

1,057 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 281 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $14.2K as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #977 holding.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.