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

Hershey Financial Advisers’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	$726K	Buy	14,405 +893	+7%	+$44.3K	0.52%	53
2026 Q1	$617K	Sell	13,512 -26	-0.2%	-$1.22K	0.53%	54
2025 Q4	$601K	Buy	13,538 +1,829	+16%	+$79.9K	0.51%	58
2025 Q3	$501K	Buy	11,709 +80	+0.7%	+$3.31K	0.43%	62
2025 Q2	$471K	Buy	+11,629	New	+$446K	0.42%	59
2024 Q4	$428K	Buy	+12,541	New	+$449K	0.38%	60
2024 Q2	$147K	Buy	+4,204	New	+$150K	0.13%	57

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

Hershey Financial Advisers's SPDW Position: Q2 2026 in Review

Hershey Financial Advisers increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.6% in Q2 2026, buying an estimated $44.3K and bringing the position to 14,405 shares worth $726K. The position accounts for 0.52% of the portfolio, ranked #53.

Hershey Financial Advisers first reported a position in SPDW in Q2 2024 and has held it in 7 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Hershey Financial Advisers held 14,405 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $726K as of Q2 2026.
Hershey Financial Advisers bought 893 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $44.3K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.52% of Hershey Financial Advisers's portfolio in Q2 2026, its #53 holding.
Hershey Financial Advisers first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 7 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.