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Hoese & Co’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Hoese & Co’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 		$162K Hold
3,211
– – 0.11% 58
2026
Q1 		$147K Hold
3,211
– – 0.11% 51
2025
Q4 		$143K Hold
3,211
– – 0.1% 53
2025
Q3 		$137K Hold
3,211
– – 0.11% 50
2025
Q2 		$130K Hold
3,211
– – 0.1% 53
2025
Q1 		$117K Hold
3,211
– – 0.1% 38
2024
Q4 		$110K Buy
+3,211
New +$115K 0.1% 43

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Hoese & Co's SPDW Position: Q2 2026 in Review

Hoese & Co held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 3,211 shares worth $162K. The position accounts for 0.11% of the portfolio, ranked #58.

Hoese & Co first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Hoese & Co held 3,211 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $162K as of Q2 2026.
  • Hoese & Co 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 0.11% of Hoese & Co's portfolio in Q2 2026, its #58 holding.
  • Hoese & Co first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • 448 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.