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

Howard Financial Services’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	$1.13M	Hold	22,437	–	–	0.11%	84
2026 Q1	$1.02M	Buy	22,437 +6	+0%	+$282	0.12%	76
2025 Q4	$996K	Hold	22,431	–	–	0.12%	70
2025 Q3	$960K	Hold	22,431	–	–	0.12%	71
2025 Q2	$908K	Sell	22,431 -8,367	-27%	-$321K	0.12%	67
2025 Q1	$1.12M	Sell	30,798 -1,531	-5%	-$55.3K	0.15%	61
2024 Q4	$1.1M	Sell	32,329 -969	-3%	-$34.7K	0.15%	61
2024 Q3	$1.25M	Sell	33,298 -426	-1%	-$15.4K	0.18%	49
2024 Q2	$1.18M	Sell	33,724 -381	-1%	-$13.6K	0.19%	51
2024 Q1	$1.22M	Hold	34,105	–	–	0.21%	50
2023 Q4	$1.16M	Buy	34,105 +521	+2%	+$16.5K	0.22%	50
2023 Q3	$1.04M	Hold	33,584	–	–	0.24%	50
2023 Q2	$1.09M	Sell	33,584 -61	-0.2%	-$1.99K	0.26%	45
2023 Q1	$1.08M	Sell	33,645 -4,200	-11%	-$133K	0.26%	43
2022 Q4	$1.12M	Buy	37,845 +209	+0.6%	+$6K	0.3%	42
2022 Q3	$971K	Buy	37,636 +13,966	+59%	+$403K	0.31%	40
2022 Q2	$683K	Sell	23,670 -524	-2%	-$16.6K	0.23%	42
2022 Q1	$829K	Buy	24,194 +710	+3%	+$24.6K	0.25%	39
2021 Q4	$857K	Buy	23,484 +150	+0.6%	+$5.52K	0.26%	35
2021 Q3	$845K	Hold	23,334	–	–	0.32%	34
2021 Q2	$858K	Buy	23,334 +126	+0.5%	+$4.67K	0.34%	33
2021 Q1	$821K	Buy	23,208 +5	+0%	+$175	0.37%	31
2020 Q4	$783K	Sell	23,203 -1,417	-6%	-$44.7K	0.41%	32
2020 Q3	$720K	Sell	24,620 -681	-3%	-$19.9K	0.47%	31
2020 Q2	$699K	Sell	25,301 -35,599	-58%	-$932K	0.5%	33
2020 Q1	$1.46M	Hold	60,900	–	–	1.29%	16
2019 Q4	$1.91M	Sell	60,900 -2,088	-3%	-$63.6K	1.17%	18
2019 Q3	$1.85M	Sell	62,988 -12,329	-16%	-$358K	1.22%	19
2019 Q2	$2.23M	Sell	75,317 -761	-1%	-$22.4K	1.52%	16
2019 Q1	$2.22M	Sell	76,078 -7,763	-9%	-$221K	1.58%	17
2018 Q4	$2.22M	Buy	+83,841	New	+$2.36M	1.7%	15

Other funds holding SPDW

AOI

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Howard Financial Services's SPDW Position: Q2 2026 in Review

Howard Financial Services held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 22,437 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #84.

Howard Financial Services first reported a position in SPDW in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.23M in Q2 2019. 507 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Howard Financial Services held 22,437 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.13M as of Q2 2026.
Howard Financial Services 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 Howard Financial Services's portfolio in Q2 2026, its #84 holding.
Howard Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 31 quarters since.
Howard Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.23M in Q2 2019.
507 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.