BFC Planning, Inc.’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

BFC Planning, 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 Q3	$344K	Buy	6,848 +75	+1%	+$3.82K	0.01%	736
2026 Q2	$341K	Buy	6,773 +1,659	+32%	+$82.2K	0.01%	747
2026 Q1	$233K	Buy	5,114 +220	+4%	+$10.3K	0.01%	817
2025 Q4	$217K	Buy	4,894 +233	+5%	+$10.2K	0.01%	844
2025 Q3	$199K	Sell	4,661 -79	-2%	-$3.27K	0.01%	664
2025 Q2	$192K	Sell	4,740 -633	-12%	-$24.3K	0.02%	653
2025 Q1	$196K	Sell	5,373 -1,444	-21%	-$52.2K	0.02%	620
2024 Q4	$233K	Sell	6,817 -1,309	-16%	-$46.9K	0.02%	554
2024 Q3	$305K	Buy	+8,126	New	+$293K	0.03%	464

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BFC Planning, Inc.'s SPDW Position: Q3 2026 in Review

BFC Planning, Inc. increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.1% in Q3 2026, buying an estimated $3.82K and bringing the position to 6,848 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #736.

BFC Planning, Inc. first reported a position in SPDW in Q3 2024 and has held it in 9 quarters since. 1,139 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

BFC Planning, Inc. held 6,848 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $344K as of Q3 2026.
BFC Planning, Inc. bought 75 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $3.82K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #736 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 9 quarters since.
1,139 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.