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

Fiduciary 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 Q1	$222K	Hold	4,872	–	–	0.07%	70
2025 Q4	$216K	Buy	4,872 +18	+0.4%	+$787	0.07%	68
2025 Q3	$208K	Buy	+4,854	New	+$201K	0.06%	80
2023 Q1	–	Sell	-8,500	Closed	-$252K	–	44
2022 Q4	$252K	Sell	8,500 -363,614	-98%	-$10.4M	0.12%	41
2022 Q3	$9.6M	Buy	372,114 +9,103	+3%	+$262K	4.93%	6
2022 Q2	$10.5M	Buy	363,011 +96,304	+36%	+$3.05M	5.18%	6
2022 Q1	$9.14M	Buy	266,707 +51,651	+24%	+$1.79M	5.02%	6
2021 Q4	$7.84M	Buy	215,056 +20,486	+11%	+$753K	4.41%	6
2021 Q3	$7.04M	Buy	194,570 +21,299	+12%	+$791K	3.75%	7
2021 Q2	$6.38M	Buy	+173,271	New	+$6.43M	5.51%	4

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Planning's SPDW Position: Q1 2026 in Review

Fiduciary Planning held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 4,872 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #70.

Fiduciary Planning first reported a position in SPDW in Q2 2021 and has held it in 10 quarters since. The position peaked at $10.5M in Q2 2022. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Fiduciary Planning held 4,872 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $222K as of Q1 2026.
Fiduciary Planning left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Fiduciary Planning's portfolio in Q1 2026, its #70 holding.
Fiduciary Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 10 quarters since.
Fiduciary Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $10.5M in Q2 2022.
1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.