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Laurel Wealth Planning’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Laurel Wealth Planning’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 		$1.73M Buy
34,318
+22
+0.1% +$1.09K 0.77% 34
2026
Q1 		$1.57M Sell
34,296
-724
-2% -$34K 0.83% 32
2025
Q4 		$1.56M Sell
35,020
-1,626
-4% -$71.1K 0.86% 31
2025
Q3 		$1.57M Sell
36,646
-557
-1% -$23.1K 0.83% 32
2025
Q2 		$1.51M Sell
37,203
-1,422
-4% -$54.5K 0.86% 30
2025
Q1 		$1.41M Sell
38,625
-10,833
-22% -$391K 0.93% 29
2024
Q4 		$1.69M Sell
49,458
-635
-1% -$22.7K 1.09% 29
2024
Q3 		$1.88M Sell
50,093
-516
-1% -$18.6K 1.23% 24
2024
Q2 		$1.77M Sell
50,609
-2,605
-5% -$92.7K 1.24% 23
2024
Q1 		$1.91M Sell
53,214
-3,705
-7% -$127K 1.27% 23
2023
Q4 		$1.94M Sell
56,919
-23,345
-29% -$741K 1.37% 22
2023
Q3 		$2.49M Sell
80,264
-1,541
-2% -$49.8K 1.94% 19
2023
Q2 		$2.66M Sell
81,805
-5,405
-6% -$176K 1.9% 21
2023
Q1 		$2.8M Sell
87,210
-14,570
-14% -$460K 1.86% 24
2022
Q4 		$3.02M Sell
101,780
-3,177
-3% -$91.2K 1.95% 21
2022
Q3 		$2.71M Sell
104,957
-6,764
-6% -$195K 1.99% 19
2022
Q2 		$3.22M Sell
111,721
-8,365
-7% -$265K 2.27% 12
2022
Q1 		$4.12M Sell
120,086
-2,119
-2% -$73.5K 2.78% 8
2021
Q4 		$4.46M Sell
122,205
-473
-0.4% -$17.4K 3.38% 7
2021
Q3 		$4.44M Sell
122,678
-374
-0.3% -$13.9K 3.59% 9
2021
Q2 		$4.53M Sell
123,052
-4,695
-4% -$174K 3.95% 7
2021
Q1 		$4.52M Hold
127,747
– – 4.13% 8
2020
Q4 		$4.31M Buy
+127,747
New +$4.03M 4.2% 7

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Laurel Wealth Planning's SPDW Position: Q2 2026 in Review

Laurel Wealth Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.06% in Q2 2026, buying an estimated $1.09K and bringing the position to 34,318 shares worth $1.73M. The position accounts for 0.77% of the portfolio, ranked #34.

Laurel Wealth Planning first reported a position in SPDW in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.53M in Q2 2021. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Laurel Wealth Planning held 34,318 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.73M as of Q2 2026.
  • Laurel Wealth Planning bought 22 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.09K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.77% of Laurel Wealth Planning's portfolio in Q2 2026, its #34 holding.
  • Laurel Wealth Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 23 quarters since.
  • Laurel Wealth Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.53M in Q2 2021.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.