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

O'Connor 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 		$14.4M Sell
286,052
-5,276
-2% -$262K 5.1% 7
2026
Q1 		$13.3M Buy
291,328
+928
+0.3% +$43.5K 5.44% 5
2025
Q4 		$13.6M Sell
290,400
-2,609
-0.9% -$114K 5.41% 6
2025
Q3 		$12.5M Buy
293,009
+4,517
+2% +$187K 5.26% 6
2025
Q2 		$11.7M Sell
288,492
-2,547
-0.9% -$97.6K 5.17% 6
2025
Q1 		$10.6M Buy
291,039
+11,664
+4% +$421K 5.51% 4
2024
Q4 		$9.54M Buy
279,375
+10,228
+4% +$366K 4.98% 6
2024
Q3 		$10.1M Buy
269,147
+19,538
+8% +$705K 5.31% 6
2024
Q2 		$8.76M Buy
249,609
+4,741
+2% +$169K 5.09% 6
2024
Q1 		$8.78M Buy
244,868
+33,531
+16% +$1.15M 5.23% 7
2023
Q4 		$7.19M Buy
211,337
+18,174
+9% +$577K 4.44% 7
2023
Q3 		$5.99M Buy
193,163
+17,987
+10% +$581K 4.1% 7
2023
Q2 		$5.7M Buy
175,176
+13,638
+8% +$445K 3.93% 7
2023
Q1 		$5.19M Buy
+161,538
New +$5.1M 3.9% 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

O'Connor Financial Group's SPDW Position: Q2 2026 in Review

O'Connor Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.8% in Q2 2026, selling an estimated $262K and leaving 286,052 shares worth $14.4M. The position accounts for 5.1% of the portfolio, ranked #7.

O'Connor Financial Group first reported a position in SPDW in Q1 2023 and has held it in 14 quarters since. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • O'Connor Financial Group held 286,052 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $14.4M as of Q2 2026.
  • O'Connor Financial Group sold 5,276 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $262K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 5.1% of O'Connor Financial Group's portfolio in Q2 2026, its #7 holding.
  • O'Connor 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.
  • 1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.