OGF
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Orin Green Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Orin Green Financial’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 		$9.92M Sell
196,823
-1,676
-0.8% -$83.1K 3.66% 6
2026
Q1 		$9.06M Sell
198,499
-5,295
-3% -$248K 3.72% 7
2025
Q4 		$9.05M Buy
203,794
+398
+0.2% +$17.4K 3.62% 8
2025
Q3 		$8.7M Buy
203,396
+2,443
+1% +$101K 3.48% 9
2025
Q2 		$8.14M Sell
200,953
-1,432
-0.7% -$54.9K 3.44% 9
2025
Q1 		$7.31M Buy
+202,385
New +$7.31M 3.45% 9
2024
Q4 		– Sell
-201,554
Closed -$7.22M – 9
2024
Q3 		$7.57M Buy
201,554
+7,622
+4% +$275K 3.26% 9
2024
Q2 		$6.8M Buy
+193,932
New +$6.9M 3.13% 9
2024
Q1 		– Sell
-192,674
Closed -$6.62M – 9
2023
Q4 		$6.56M Sell
192,674
-238
-0.1% -$7.55K 3.23% 9
2023
Q3 		$5.98M Sell
192,912
-4,219
-2% -$136K 3.32% 9
2023
Q2 		$6.41M Sell
197,131
-6,216
-3% -$203K 3.35% 9
2023
Q1 		$6.53M Sell
203,347
-15,489
-7% -$489K 3.54% 9
2022
Q4 		$6.5M Sell
218,836
-74,300
-25% -$2.13M 3.81% 9
2022
Q3 		$7.56M Sell
293,136
-20,055
-6% -$578K 4.91% 7
2022
Q2 		$8.86M Buy
313,191
+146,263
+88% +$4.63M 5.54% 6
2022
Q1 		$5.72M Buy
166,928
+887
+0.5% +$30.8K 3.74% 8
2021
Q4 		$5.9M Buy
166,041
+2,484
+2% +$91.4K 4.28% 6
2021
Q3 		$5.92M Buy
163,557
+3,100
+2% +$115K 4.13% 7
2021
Q2 		$5.9M Buy
160,457
+18,119
+13% +$672K 4.18% 7
2021
Q1 		$5.03M Sell
142,338
-2,466
-2% -$86.4K 4.1% 7
2020
Q4 		$4.89M Buy
+144,804
New +$4.56M 3.88% 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

Orin Green Financial's SPDW Position: Q2 2026 in Review

Orin Green Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.84% in Q2 2026, selling an estimated $83.1K and leaving 196,823 shares worth $9.92M. The position accounts for 3.66% of the portfolio, ranked #6.

Orin Green Financial first reported a position in SPDW in Q4 2020 and has held it in 21 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Orin Green Financial held 196,823 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.92M as of Q2 2026.
  • Orin Green Financial sold 1,676 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $83.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 3.66% of Orin Green Financial's portfolio in Q2 2026, its #6 holding.
  • Orin Green Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.