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 Q2	$246K	Buy	4,887 +15	+0.3%	+$744	0.06%	66
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 $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 22.96% 1-Year Est. Return

Fiduciary Planning's SPDW Position: Q2 2026 in Review

Fiduciary Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.31% in Q2 2026, buying an estimated $744 and bringing the position to 4,887 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #66.

Fiduciary Planning first reported a position in SPDW in Q2 2021 and has held it in 11 quarters since. The position peaked at $10.5M in Q2 2022. 1,232 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Fiduciary Planning held 4,887 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $246K as of Q2 2026.
Fiduciary Planning bought 15 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $744.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Fiduciary Planning's portfolio in Q2 2026, its #66 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 11 quarters since.
Fiduciary Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $10.5M in Q2 2022.
1,232 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.