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

OLIO Financial 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	$392K	Hold	7,781	–	–	0.1%	49
2026 Q1	$355K	Hold	7,781	–	–	0.1%	49
2025 Q4	$346K	Buy	7,781 +23	+0.3%	+$1K	0.1%	49
2025 Q3	$332K	Hold	7,758	–	–	0.1%	51
2025 Q2	$314K	Sell	7,758 -224	-3%	-$8.59K	0.1%	51
2025 Q1	$291K	Buy	7,982 +542	+7%	+$19.6K	0.1%	49
2024 Q4	$254K	Sell	7,440 -404	-5%	-$14.5K	0.09%	56
2024 Q3	$267K	Hold	7,844	–	–	0.11%	45
2024 Q2	$267K	Hold	7,844	–	–	0.11%	45
2024 Q1	$267K	Hold	7,844	–	–	0.11%	45
2023 Q4	$267K	Sell	7,844 -215	-3%	-$6.83K	0.11%	45
2023 Q3	$250K	Buy	8,059 +1,605	+25%	+$51.8K	0.12%	47
2023 Q2	$210K	Buy	+6,454	New	+$211K	0.1%	46

Other funds holding SPDW

AOI

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

OLIO Financial Planning's SPDW Position: Q2 2026 in Review

OLIO Financial Planning held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 7,781 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #49.

OLIO Financial Planning first reported a position in SPDW in Q2 2023 and has held it in 13 quarters since. 318 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

OLIO Financial Planning held 7,781 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $392K as of Q2 2026.
OLIO Financial Planning 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 0.1% of OLIO Financial Planning's portfolio in Q2 2026, its #49 holding.
OLIO Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 13 quarters since.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.