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

Compass Financial Management’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
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

Compass Financial Management's SPDW Position: Q2 2026 in Review

Compass Financial Management 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.

1,184 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Compass Financial Management 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 position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #977 holding.
  • 1,184 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's 13F filing for Q2 2026, filed 12 Aug 2026.