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

Financial Management Network’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	$676K	Buy	+13,689	New	+$679K	0.1%	118
2025 Q4	–	Sell	-9,398	Closed	-$411K	–	197
2025 Q3	$411K	Buy	+9,398	New	+$389K	0.07%	129
2024 Q4	–	Sell	-11,816	Closed	-$439K	–	176
2024 Q3	$439K	Buy	+11,816	New	+$427K	0.09%	118
2024 Q2	–	Sell	-13,149	Closed	-$465K	–	166
2024 Q1	$465K	Buy	+13,149	New	+$452K	0.12%	102
2023 Q4	–	Sell	-21,686	Closed	-$654K	–	152
2023 Q3	$654K	Sell	21,686 -3,219	-13%	-$104K	0.22%	72
2023 Q2	$813K	Buy	+24,905	New	+$813K	0.28%	63
2023 Q1	–	Sell	-32,865	Closed	-$995K	–	134
2022 Q4	$995K	Sell	32,865 -3,558	-10%	-$102K	0.44%	47
2022 Q3	$999K	Buy	36,423 +504	+1%	+$14.5K	0.49%	43
2022 Q2	$1.04M	Buy	+35,919	New	+$1.14M	0.55%	40
2022 Q1	–	Sell	-38,308	Closed	-$1.41M	–	133
2021 Q4	$1.41M	Sell	38,308 -3,643	-9%	-$134K	0.65%	32
2021 Q3	$1.51M	Buy	41,951 +1,965	+5%	+$73K	0.76%	30
2021 Q2	$1.48M	Buy	39,986 +6,813	+21%	+$253K	0.75%	31
2021 Q1	$1.22M	Buy	33,173 +1,767	+6%	+$61.9K	0.63%	37
2020 Q4	$1.1M	Buy	+31,406	New	+$990K	0.68%	33

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

Financial Management Network's SPDW Position: Q2 2026 in Review

Financial Management Network opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 13,689 shares worth $676K. The stake represents 0.1% of the portfolio and ranks #118 among its holdings. This is a return to the name: Financial Management Network previously reported a position in SPDW as recently as Q3 2025.

Financial Management Network first reported a position in SPDW in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.51M in Q3 2021. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Financial Management Network held 13,689 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $676K as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new Financial Management Network position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.1% of Financial Management Network's portfolio in Q2 2026, its #118 holding.
Financial Management Network first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 14 quarters since.
Financial Management Network's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.51M in Q3 2021.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.