FSAG
SPDW icon

Financial Solutions Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Financial Solutions Advisory Group’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 		$262K Hold
5,230
– – 0.03% 162
2026
Q1 		$239K Buy
+5,230
New +$245K 0.03% 161

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

Financial Solutions Advisory Group's SPDW Position: Q2 2026 in Review

Financial Solutions Advisory Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 5,230 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #162.

Financial Solutions Advisory Group first reported a position in SPDW in Q1 2026 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Financial Solutions Advisory Group held 5,230 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $262K as of Q2 2026.
  • Financial Solutions Advisory Group 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 0.03% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #162 holding.
  • Financial Solutions Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2026 and has held it in 2 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 Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.