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

Lockerman Financial Group’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 		$1.72M Sell
34,226
-13,375
-28% -$663K 2.64% 9
2026
Q1 		$2.17M Sell
47,601
-2,990
-6% -$140K 3.91% 5
2025
Q4 		$2.25M Buy
50,591
+12,681
+33% +$554K 4.31% 4
2025
Q3 		$1.62M Buy
37,910
+11,913
+46% +$494K 2.04% 13
2025
Q2 		$1.05M Sell
25,997
-31,556
-55% -$1.21M 1.42% 15
2025
Q1 		$2.1M Buy
57,553
+36,021
+167% +$1.3M 3.17% 5
2024
Q4 		$735K Buy
21,532
+872
+4% +$31.2K 1.25% 20
2024
Q3 		$776K Sell
20,660
-7,994
-28% -$289K 1.31% 20
2024
Q2 		$1.01M Buy
28,654
+6,687
+30% +$238K 1.82% 11
2024
Q1 		$787K Buy
21,967
+4,072
+23% +$140K 1.51% 12
2023
Q4 		$609K Buy
17,895
+6,104
+52% +$194K 1.41% 18
2023
Q3 		$366K Buy
11,791
+3,952
+50% +$128K 0.98% 34
2023
Q2 		$255K Sell
7,839
-1,152
-13% -$37.6K 0.71% 52
2023
Q1 		$289K Buy
+8,991
New +$284K 0.79% 43

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

Lockerman Financial Group's SPDW Position: Q2 2026 in Review

Lockerman Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 28% in Q2 2026, selling an estimated $663K and leaving 34,226 shares worth $1.72M. The position accounts for 2.64% of the portfolio, ranked #9.

Lockerman Financial Group first reported a position in SPDW in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.25M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Lockerman Financial Group held 34,226 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.72M as of Q2 2026.
  • Lockerman Financial Group sold 13,375 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $663K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.64% of Lockerman Financial Group's portfolio in Q2 2026, its #9 holding.
  • Lockerman Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 14 quarters since.
  • Lockerman Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.25M in Q4 2025.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.