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Holistic Planning’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Holistic Planning’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 		$255K Sell
5,067
-5,276
-51% -$262K 0.04% 298
2026
Q1 		$472K Buy
10,343
+1,590
+18% +$74.6K 0.09% 184
2025
Q4 		$389K Buy
8,753
+822
+10% +$35.9K 0.08% 194
2025
Q3 		$339K Hold
7,931
– – 0.09% 175
2025
Q2 		$321K Buy
7,931
+1,383
+21% +$53K 0.09% 167
2025
Q1 		$238K Buy
+6,548
New +$237K 0.08% 164

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 22.96% 1-Year Est. Return

Holistic Planning's SPDW Position: Q2 2026 in Review

Holistic Planning reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 51% in Q2 2026, selling an estimated $262K and leaving 5,067 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #298.

Holistic Planning first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $472K in Q1 2026. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Holistic Planning held 5,067 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $255K as of Q2 2026.
  • Holistic Planning sold 5,276 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $262K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #298 holding.
  • Holistic Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 6 quarters since.
  • Holistic Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $472K in Q1 2026.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.