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Investments & Financial Planning LLC’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Investments & Financial Planning LLC’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
Q1 		$388K Sell
8,495
-548
-6% -$25.7K 0.21% 30
2025
Q4 		$402K Sell
9,043
-662
-7% -$28.9K 0.22% 27
2025
Q3 		$415K Sell
9,705
-1,860
-16% -$77.1K 0.22% 27
2025
Q2 		$468K Sell
11,565
-36
-0.3% -$1.38K 0.27% 22
2025
Q1 		$422K Buy
11,601
+1,058
+10% +$38.2K 0.27% 24
2024
Q4 		$360K Sell
10,543
-271
-3% -$9.7K 0.22% 26
2024
Q3 		$406K Sell
10,814
-1
-0% -$36 0.26% 24
2024
Q2 		$379K Sell
10,815
-744
-6% -$26.5K 0.25% 25
2024
Q1 		$414K Sell
11,559
-533
-4% -$18.3K 0.28% 25
2023
Q4 		$411K Sell
12,092
-1,536
-11% -$48.8K 0.31% 25
2023
Q3 		$423K Sell
13,628
-537
-4% -$17.3K 0.38% 26
2023
Q2 		$461K Sell
14,165
-143
-1% -$4.67K 0.4% 26
2023
Q1 		$460K Sell
14,308
-771
-5% -$24.3K 0.42% 25
2022
Q4 		$448K Buy
+15,079
New +$433K 0.44% 25
2022
Q2 		$461K Sell
15,994
-1,855
-10% -$58.7K 0.47% 23
2022
Q1 		$612K Buy
17,849
+174
+1% +$6.04K 0.54% 19
2021
Q4 		$628K Buy
+17,675
New +$650K 0.56% 19

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Investments & Financial Planning LLC's SPDW Position: Q1 2026 in Review

Investments & Financial Planning LLC reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.1% in Q1 2026, selling an estimated $25.7K and leaving 8,495 shares worth $388K. The position accounts for 0.21% of the portfolio, ranked #30.

Investments & Financial Planning LLC first reported a position in SPDW in Q4 2021 and has held it in 17 quarters since. The position peaked at $628K in Q4 2021. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Investments & Financial Planning LLC held 8,495 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $388K as of Q1 2026.
  • Investments & Financial Planning LLC sold 548 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $25.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #30 holding.
  • Investments & Financial Planning LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 17 quarters since.
  • Investments & Financial Planning LLC's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $628K in Q4 2021.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.