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Essential Investment Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Essential Investment Partners’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 		$5.44K Hold
108
– – ﹤0.01% 226
2026
Q1 		$4.93K Hold
108
– – ﹤0.01% 224
2025
Q4 		$4.8K Buy
+108
New +$4.72K ﹤0.01% 215

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Essential Investment Partners's SPDW Position: Q2 2026 in Review

Essential Investment Partners held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 108 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Essential Investment Partners first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Essential Investment Partners held 108 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.44K as of Q2 2026.
  • Essential Investment Partners left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #226 holding.
  • Essential Investment Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.