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

Cornerstone 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 		$9.92M Buy
196,957
+6,642
+3% +$329K 6.12% 3
2026
Q1 		$9.3M Buy
190,315
+14,231
+8% +$668K 5.97% 4
2025
Q4 		$7.82M Buy
176,084
+8,947
+5% +$391K 5.46% 4
2025
Q3 		$7.15M Buy
167,137
+19,473
+13% +$807K 5.54% 3
2025
Q2 		$5.98M Buy
147,664
+3,138
+2% +$120K 5.08% 3
2025
Q1 		$5.58M Buy
144,526
+31,150
+27% +$1.13M 5.02% 3
2024
Q4 		$3.87M Buy
+113,376
New +$4.06M 3.81% 9

Other funds holding SPDW

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Cornerstone Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.5% in Q2 2026, buying an estimated $329K and bringing the position to 196,957 shares worth $9.92M. The position accounts for 6.12% of the portfolio, ranked #3.

Cornerstone Financial Group first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 976 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Cornerstone Financial Group held 196,957 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.92M as of Q2 2026.
  • Cornerstone Financial Group bought 6,642 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $329K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.12% of Cornerstone Financial Group's portfolio in Q2 2026, its #3 holding.
  • Cornerstone Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • 976 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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