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

Financial Plan Inc’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 		$355K Sell
7,047
-390
-5% -$19.3K 0.03% 76
2026
Q1 		$339K Sell
7,437
-265
-3% -$12.4K 0.04% 75
2025
Q4 		$342K Buy
+7,702
New +$337K 0.04% 73

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Plan Inc's SPDW Position: Q2 2026 in Review

Financial Plan Inc reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.2% in Q2 2026, selling an estimated $19.3K and leaving 7,047 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #76.

Financial Plan Inc first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 1,235 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Financial Plan Inc held 7,047 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $355K as of Q2 2026.
  • Financial Plan Inc sold 390 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $19.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Financial Plan Inc's portfolio in Q2 2026, its #76 holding.
  • Financial Plan Inc 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.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.