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

DHJJ Financial Advisors’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	$4.87K	Buy	97 +2	+2%	+$99	﹤0.01%	672
2026 Q1	$4.35K	Hold	95	–	–	﹤0.01%	672
2025 Q4	$4.23K	Buy	95 +1	+1%	+$44	﹤0.01%	649
2025 Q3	$4.01K	Hold	94	–	–	﹤0.01%	638
2025 Q2	$3.79K	Buy	94 +2	+2%	+$77	﹤0.01%	635
2025 Q1	$3.35K	Hold	92	–	–	﹤0.01%	601
2024 Q4	$3.15K	Buy	92 +1	+1%	+$36	﹤0.01%	584
2024 Q3	$3.41K	Hold	91	–	–	﹤0.01%	566
2024 Q2	$3.19K	Buy	91 +2	+2%	+$71	﹤0.01%	529
2024 Q1	$3.2K	Hold	89	–	–	﹤0.01%	525
2023 Q4	$3.04K	Buy	89 +1	+1%	+$32	﹤0.01%	521
2023 Q3	$2.74K	Buy	+88	New	+$2.84K	﹤0.01%	524

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 22.9% 1-Year Est. Return

DHJJ Financial Advisors's SPDW Position: Q2 2026 in Review

DHJJ Financial Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.1% in Q2 2026, buying an estimated $99 and bringing the position to 97 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

DHJJ Financial Advisors first reported a position in SPDW in Q3 2023 and has held it in 12 quarters since. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

DHJJ Financial Advisors held 97 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.87K as of Q2 2026.
DHJJ Financial Advisors bought 2 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $99.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #672 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 12 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.