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

Copley 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	$286K	Sell	5,676 -1,386	-20%	-$68.7K	0.17%	82
2026 Q1	$322K	Sell	7,062 -341	-5%	-$16K	0.19%	90
2025 Q4	$329K	Sell	7,403 -334	-4%	-$14.6K	0.2%	89
2025 Q3	$331K	Sell	7,737 -587	-7%	-$24.3K	0.23%	85
2025 Q2	$337K	Sell	8,324 -507	-6%	-$19.4K	0.25%	83
2025 Q1	$322K	Sell	8,831 -5,852	-40%	-$211K	0.25%	87
2024 Q4	$501K	Buy	14,683 +1,833	+14%	+$65.6K	0.38%	53
2024 Q3	$483K	Buy	+12,850	New	+$464K	0.44%	57

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Copley Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 20% in Q2 2026, selling an estimated $68.7K and leaving 5,676 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #82.

Copley Financial Group first reported a position in SPDW in Q3 2024 and has held it in 8 quarters since. The position peaked at $501K in Q4 2024. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Copley Financial Group held 5,676 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $286K as of Q2 2026.
Copley Financial Group sold 1,386 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $68.7K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.17% of Copley Financial Group's portfolio in Q2 2026, its #82 holding.
Copley Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $501K in Q4 2024.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.