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

Hughes 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	$6.28M	Sell	124,710 -1,463	-1%	-$72.5K	0.83%	18
2026 Q1	$5.76M	Sell	126,173 -4,278	-3%	-$201K	0.88%	18
2025 Q4	$5.79M	Sell	130,451 -1,080	-0.8%	-$47.2K	0.91%	18
2025 Q3	$5.76M	Sell	131,531 -1,597	-1%	-$66.2K	0.92%	17
2025 Q2	$5.42M	Sell	133,128 -12,593	-9%	-$483K	0.93%	17
2025 Q1	$5.32M	Sell	145,721 -1,732	-1%	-$62.6K	1.04%	19
2024 Q4	$5.03M	Buy	+147,453	New	+$5.28M	1.03%	17

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Hughes Financial Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q2 2026, selling an estimated $72.5K and leaving 124,710 shares worth $6.28M. The position accounts for 0.83% of the portfolio, ranked #18.

Hughes Financial Services first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 402 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Hughes Financial Services held 124,710 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.28M as of Q2 2026.
Hughes Financial Services sold 1,463 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $72.5K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.83% of Hughes Financial Services's portfolio in Q2 2026, its #18 holding.
Hughes Financial Services 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.
402 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.