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

Compton Financial Group’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	$22.5M	Sell	445,562 -193,166	-30%	-$9.58M	4.32%	9
2026 Q1	$29.2M	Sell	638,728 -115,163	-15%	-$5.4M	6.44%	5
2025 Q4	$33.5M	Buy	753,891 +30,837	+4%	+$1.35M	7.58%	6
2025 Q3	$30.9M	Buy	723,054 +19,278	+3%	+$799K	7.45%	6
2025 Q2	$28.5M	Buy	703,776 +34,793	+5%	+$1.33M	7.41%	6
2025 Q1	$24.4M	Buy	+668,983	New	+$24.2M	7.01%	5

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Compton Financial Group's SPDW Position: Q2 2026 in Review

Compton Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 30% in Q2 2026, selling an estimated $9.58M and leaving 445,562 shares worth $22.5M. The position accounts for 4.32% of the portfolio, ranked #9.

Compton Financial Group first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.5M in Q4 2025. 1,145 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Compton Financial Group held 445,562 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $22.5M as of Q2 2026.
Compton Financial Group sold 193,166 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $9.58M.
State Street SPDR Portfolio Developed World ex-US ETF made up 4.32% of Compton Financial Group's portfolio in Q2 2026, its #9 holding.
Compton Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 6 quarters since.
Compton Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $33.5M in Q4 2025.
1,145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Compton Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.