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

DHK 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
2025 Q2	$628K	Hold	15,500	–	–	0.36%	53
2025 Q1	$564K	Hold	15,500	–	–	0.31%	54
2024 Q4	$529K	Hold	15,500	–	–	0.32%	54
2024 Q3	$582K	Hold	15,500	–	–	0.36%	46
2024 Q2	$544K	Hold	15,500	–	–	0.38%	45
2024 Q1	$556K	Hold	15,500	–	–	0.39%	57
2023 Q4	$527K	Hold	15,500	–	–	0.4%	51
2023 Q3	$483K	Hold	15,500	–	–	0.43%	51
2023 Q2	$504K	Buy	+15,500	New	+$506K	0.43%	49

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

DHK Financial Advisors's SPDW Position: Q2 2025 in Review

DHK Financial Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2025 at 15,500 shares worth $628K. The position accounts for 0.36% of the portfolio, ranked #53.

DHK Financial Advisors first reported a position in SPDW in Q2 2023 and has held it in 9 quarters since. 1,047 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

DHK Financial Advisors held 15,500 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $628K as of Q2 2025.
DHK Financial Advisors left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.36% of DHK Financial Advisors's portfolio in Q2 2025, its #53 holding.
DHK Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 9 quarters since.
1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.