OGF
SPDW icon

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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return