CPC
SPDW icon

Consolidated Planning Corp’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Consolidated Planning Corp’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 		$210K Buy
+4,168
New +$207K 0.03% 152

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

Consolidated Planning Corp's SPDW Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 4,168 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings.

1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Consolidated Planning Corp held 4,168 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $210K as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Consolidated Planning Corp position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #152 holding.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.