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

Cornerstone Planning 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 		$28.1K Buy
562
+39
+7% +$1.93K ﹤0.01% 568
2026
Q1 		$25.7K Buy
523
+27
+5% +$1.27K ﹤0.01% 593
2025
Q4 		$23.5K Buy
496
+124
+33% +$5.42K ﹤0.01% 544
2025
Q3 		$8.86K Buy
+372
New +$15.4K ﹤0.01% 808
2025
Q2 		– Sell
-105
Closed -$3.88K – 1677
2025
Q1 		$3.88K Buy
+105
New +$3.79K ﹤0.01% 802

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Cornerstone Planning Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.5% in Q2 2026, buying an estimated $1.93K and bringing the position to 562 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Cornerstone Planning Group first reported a position in SPDW in Q1 2025 and has held it in 5 quarters since. 909 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Cornerstone Planning Group held 562 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $28.1K as of Q2 2026.
  • Cornerstone Planning Group bought 39 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.93K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #568 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 5 quarters since.
  • 909 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.