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

Creative Planning’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	$7.28B	Buy	144,440,101 +10,619,036	+8%	+$526M	4.25%	4
2026 Q1	$6.11B	Buy	133,821,065 +8,686,628	+7%	+$408M	4.14%	4
2025 Q4	$5.56B	Buy	125,134,437 +12,369,881	+11%	+$541M	3.98%	4
2025 Q3	$4.83B	Buy	112,764,556 +13,128,208	+13%	+$544M	3.69%	6
2025 Q2	$4.03B	Buy	99,636,348 +13,016,546	+15%	+$499M	3.45%	6
2025 Q1	$3.15B	Buy	86,619,802 +17,911,754	+26%	+$647M	2.97%	7
2024 Q4	$2.35B	Buy	68,708,048 +15,351,035	+29%	+$550M	2.28%	8
2024 Q3	$2B	Buy	53,357,013 +69,753	+0.1%	+$2.52M	1.98%	10
2024 Q2	$1.87B	Buy	53,287,260 +197,305	+0.4%	+$7.02M	2%	11
2024 Q1	$1.9B	Sell	53,089,955 -660,095	-1%	-$22.7M	2.11%	9
2023 Q4	$1.83B	Buy	53,750,050 +133,680	+0.2%	+$4.24M	3.39%	4
2023 Q3	$1.66B	Buy	53,616,370 +1,303,499	+2%	+$42.1M	2.22%	10
2023 Q2	$1.7B	Buy	52,312,871 +1,553,182	+3%	+$50.7M	2.27%	10
2023 Q1	$1.63B	Sell	50,759,689 -2,255,822	-4%	-$71.2M	2.35%	11
2022 Q4	$1.57B	Buy	53,015,511 +3,604,620	+7%	+$103M	2.37%	11
2022 Q3	$1.27B	Buy	49,410,891 +4,090,398	+9%	+$118M	2.2%	12
2022 Q2	$1.31B	Buy	45,320,493 +2,548,099	+6%	+$80.7M	2.15%	12
2022 Q1	$1.47B	Buy	42,772,394 +4,722,255	+12%	+$164M	2.27%	12
2021 Q4	$1.39B	Buy	38,050,139 +2,849,727	+8%	+$105M	2.23%	11
2021 Q3	$1.27B	Buy	35,200,412 +1,210,488	+4%	+$44.9M	2.26%	12
2021 Q2	$1.25B	Buy	33,989,924 +384,943	+1%	+$14.3M	2.22%	13
2021 Q1	$1.19B	Buy	33,604,981 +272,751	+0.8%	+$9.56M	2.39%	12
2020 Q4	$1.12B	Sell	33,332,230 -272,027	-0.8%	-$8.57M	2.47%	12
2020 Q3	$983M	Sell	33,604,257 -529,814	-2%	-$15.5M	2.57%	11
2020 Q2	$943M	Buy	34,134,071 +7,403,516	+28%	+$194M	2.73%	9
2020 Q1	$640M	Buy	26,730,555 +24,935,058	+1,389%	+$714M	2.27%	10
2019 Q4	$56.3M	Buy	1,795,497 +445,148	+33%	+$13.6M	0.17%	60
2019 Q3	$39.6M	Buy	1,350,349 +417,558	+45%	+$12.1M	0.13%	71
2019 Q2	$27.6M	Buy	932,791 +748,227	+405%	+$22M	0.09%	91
2019 Q1	$5.39M	Buy	184,564 +163,534	+778%	+$4.66M	0.02%	262
2018 Q4	$556K	Buy	21,030 +7,003	+50%	+$197K	﹤0.01%	909
2018 Q3	$432K	Buy	14,027 +5,333	+61%	+$163K	﹤0.01%	1175
2018 Q2	$264K	Sell	8,694 -191	-2%	-$6.04K	﹤0.01%	1443
2018 Q1	$279K	Buy	8,885 +1,184	+15%	+$38K	﹤0.01%	1385
2017 Q4	$244K	Buy	7,701 +307	+4%	+$9.57K	﹤0.01%	1477
2017 Q3	$227K	Hold	7,394	–	–	﹤0.01%	1504
2017 Q2	$215K	Sell	7,394 -35	-0.5%	-$1.01K	﹤0.01%	1481
2017 Q1	$206K	Buy	7,429 +35	+0.5%	+$943	﹤0.01%	1473
2016 Q4	$190K	Hold	7,394	–	–	﹤0.01%	1437
2016 Q3	$196K	Hold	7,394	–	–	﹤0.01%	1408
2016 Q2	$184K	Hold	7,394	–	–	﹤0.01%	1298
2016 Q1	$187K	Hold	7,394	–	–	﹤0.01%	1246
2015 Q4	$190K	Hold	7,394	–	–	﹤0.01%	1231
2015 Q3	$187K	Buy	+7,394	New	+$201K	﹤0.01%	1227
2015 Q2	–	Sell	-7,394	Closed	-$209K	–	2734
2015 Q1	$209K	Hold	7,394	–	–	﹤0.01%	1173
2014 Q4	$199K	Hold	7,394	–	–	﹤0.01%	1139
2014 Q3	$210K	Buy	7,394 +5,569	+305%	+$165K	﹤0.01%	1034
2014 Q2	$55K	Buy	+1,825	New	+$54.7K	﹤0.01%	1821

Other funds holding SPDW

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning's SPDW Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.9% in Q2 2026, buying an estimated $526M and bringing the position to 144,440,101 shares worth $7.28B. The position accounts for 4.25% of the portfolio, ranked #4.

Creative Planning first reported a position in SPDW in Q2 2014 and has held it in 48 quarters since. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Creative Planning held 144,440,101 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.28B as of Q2 2026.
Creative Planning bought 10,619,036 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $526M.
State Street SPDR Portfolio Developed World ex-US ETF made up 4.25% of Creative Planning's portfolio in Q2 2026, its #4 holding.
Creative Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2014 and has held it in 48 quarters since.
1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.