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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
Q3 		$682K Buy
13,588
+504
+4% +$25.6K 0.18% 50
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cypress Financial Planning's SPDW Position: Q3 2026 in Review

Cypress Financial Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.9% in Q3 2026, buying an estimated $25.6K and bringing the position to 13,588 shares worth $682K. The position accounts for 0.18% of the portfolio, ranked #50.

Cypress Financial Planning first reported a position in SPDW in Q1 2024 and has held it in 11 quarters since. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Cypress Financial Planning held 13,588 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $682K as of Q3 2026.
  • Cypress Financial Planning bought 504 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $25.6K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Cypress Financial Planning's portfolio in Q3 2026, its #50 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 11 quarters since.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.