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

Cypress Financial 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	$659K	Sell	13,084 -293	-2%	-$14.5K	0.16%	54
2026 Q1	$611K	Sell	13,377 -618	-4%	-$29K	0.17%	55
2025 Q4	$623K	Buy	13,995 +4,948	+55%	+$216K	0.17%	54
2025 Q3	$387K	Buy	9,047 +136	+2%	+$5.64K	0.12%	56
2025 Q2	$361K	Sell	8,911 -9,625	-52%	-$369K	0.12%	60
2025 Q1	$674K	Buy	18,536 +9,077	+96%	+$328K	0.24%	36
2024 Q4	$323K	Sell	9,459 -178	-2%	-$6.37K	0.12%	58
2024 Q3	$362K	Buy	9,637 +20	+0.2%	+$722	0.13%	53
2024 Q2	$337K	Buy	9,617 +2,501	+35%	+$89K	0.14%	54
2024 Q1	$255K	Buy	+7,116	New	+$244K	0.12%	60

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

Cypress Financial Planning's SPDW Position: Q2 2026 in Review

Cypress Financial Planning reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.2% in Q2 2026, selling an estimated $14.5K and leaving 13,084 shares worth $659K. The position accounts for 0.16% of the portfolio, ranked #54.

Cypress Financial Planning first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. The position peaked at $674K in Q1 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Cypress Financial Planning held 13,084 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $659K as of Q2 2026.
Cypress Financial Planning sold 293 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $14.5K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.16% of Cypress Financial Planning's portfolio in Q2 2026, its #54 holding.
Cypress Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 10 quarters since.
Cypress Financial Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $674K in Q1 2025.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.