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New Perspectives Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

New Perspectives Inc’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 		$302K Hold
5,990
– – 0.09% 40
2026
Q1 		$273K Sell
5,990
-950
-14% -$44.6K 0.09% 37
2025
Q4 		$308K Hold
6,940
– – 0.11% 33
2025
Q3 		$297K Sell
6,940
-10
-0.1% -$414 0.13% 32
2025
Q2 		$281K Hold
6,950
– – 0.14% 30
2025
Q1 		$253K Buy
6,950
+592
+9% +$21.4K 0.14% 30
2024
Q4 		$217K Sell
6,358
-18
-0.3% -$645 0.12% 34
2024
Q3 		$239K Hold
6,376
– – 0.13% 33
2024
Q2 		$224K Hold
6,376
– – 0.12% 27
2024
Q1 		$229K Buy
+6,376
New +$219K 0.13% 27
2022
Q4 		$245K Sell
8,244
-26
-0.3% -$746 0.19% 20
2022
Q3 		$213K Buy
8,270
+19
+0.2% +$548 0.18% 18
2022
Q2 		$238K Buy
8,251
+54
+0.7% +$1.71K 0.19% 19
2022
Q1 		$281K Sell
8,197
-1,037
-11% -$36K 0.2% 18
2021
Q4 		$337K Sell
9,234
-1,449
-14% -$53.3K 0.24% 17
2021
Q3 		$387K Hold
10,683
– – 0.29% 17
2021
Q2 		$393K Buy
+10,683
New +$396K 0.31% 17

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

New Perspectives Inc's SPDW Position: Q2 2026 in Review

New Perspectives Inc held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 5,990 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #40.

New Perspectives Inc first reported a position in SPDW in Q2 2021 and has held it in 17 quarters since. The position peaked at $393K in Q2 2021. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • New Perspectives Inc held 5,990 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $302K as of Q2 2026.
  • New Perspectives Inc 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 0.09% of New Perspectives Inc's portfolio in Q2 2026, its #40 holding.
  • New Perspectives Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 17 quarters since.
  • New Perspectives Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $393K in Q2 2021.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.