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

Horan Securities’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
2025 Q2	$212K	Buy	+5,237	New	+$201K	0.07%	145
2023 Q3	–	Sell	-3,004	Closed	-$97.8K	–	574
2023 Q2	$97.8K	Buy	3,004 +298	+11%	+$9.73K	0.04%	175
2023 Q1	$86.9K	Buy	2,706 +1,488	+122%	+$47K	0.04%	162
2022 Q4	$36.2K	Sell	1,218 -292	-19%	-$8.38K	0.02%	244
2022 Q3	$39K	Hold	1,510	–	–	0.02%	206
2022 Q2	$43K	Sell	1,510 -3	-0.2%	-$95	0.03%	185
2022 Q1	$52K	Sell	1,513 -40	-3%	-$1.39K	0.03%	170
2021 Q4	$57K	Buy	+1,553	New	+$57.1K	0.03%	162
2021 Q2	$63K	Buy	1,710 +446	+35%	+$16.5K	0.04%	149
2021 Q1	$45K	Hold	1,264	–	–	0.04%	152
2020 Q4	$43K	Buy	1,264 +716	+131%	+$22.6K	0.04%	135
2020 Q3	$16K	Buy	+548	New	+$16K	0.02%	183

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Horan Securities's SPDW Position: Q2 2025 in Review

Horan Securities opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025: 5,237 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #145 among its holdings. This is a return to the name: Horan Securities previously reported a position in SPDW as recently as Q2 2023.

Horan Securities first reported a position in SPDW in Q3 2020 and has held it in 12 quarters since. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

Horan Securities held 5,237 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $212K as of Q2 2025.
State Street SPDR Portfolio Developed World ex-US ETF was a new Horan Securities position in Q2 2025.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Horan Securities's portfolio in Q2 2025, its #145 holding.
Horan Securities first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 12 quarters since.
1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.