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Journey Retirement Planning & Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Journey Retirement Planning & Investment Management’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 		$387K Sell
7,689
-187
-2% -$9.27K 0.3% 105
2026
Q1 		$360K Sell
7,876
-24,124
-75% -$1.13M 0.32% 96
2025
Q4 		$1.42M Buy
+32,000
New +$1.4M 0.29% 86

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SPDW Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.4% in Q2 2026, selling an estimated $9.27K and leaving 7,689 shares worth $387K. The position accounts for 0.3% of the portfolio, ranked #105.

Journey Retirement Planning & Investment Management first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q4 2025. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 7,689 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $387K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 187 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $9.27K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.3% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #105 holding.
  • Journey Retirement Planning & Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.42M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.