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

Life Planning Partners’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	$3.41M	Hold	67,750	–	–	2.54%	9
2026 Q1	$3.09M	Sell	67,750 -460	-0.7%	-$21.6K	2.36%	10
2025 Q4	$3.03M	Sell	68,210 -18,226	-21%	-$796K	2.32%	10
2025 Q3	$3.7M	Sell	86,436 -625	-0.7%	-$25.9K	2.7%	9
2025 Q2	$3.53M	Hold	87,061	–	–	2.81%	9
2025 Q1	$3.17M	Hold	87,061	–	–	2.87%	9
2024 Q4	$2.97M	Hold	87,061	–	–	2.75%	9
2024 Q3	$3.27M	Hold	87,061	–	–	2.92%	9
2024 Q2	$3.05M	Hold	87,061	–	–	2.77%	9
2024 Q1	$3.12M	Hold	87,061	–	–	3.11%	9
2023 Q4	$2.96M	Buy	+87,061	New	+$2.76M	2.91%	8
2022 Q3	$2.25M	Hold	87,104	–	–	2.57%	11
2022 Q2	$2.51M	Hold	87,104	–	–	2.82%	11
2022 Q1	$2.99M	Buy	87,104 +3,575	+4%	+$124K	3.04%	9
2021 Q4	$3.05M	Buy	+83,529	New	+$3.07M	3.07%	9

Other funds holding SPDW

AOI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 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

Life Planning Partners's SPDW Position: Q2 2026 in Review

Life Planning Partners held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 67,750 shares worth $3.41M. The position accounts for 2.54% of the portfolio, ranked #9.

Life Planning Partners first reported a position in SPDW in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.7M in Q3 2025. 746 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Life Planning Partners held 67,750 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.41M as of Q2 2026.
Life Planning Partners 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 2.54% of Life Planning Partners's portfolio in Q2 2026, its #9 holding.
Life Planning Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.7M in Q3 2025.
746 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.