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

Oxford 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 Q1	$27.7K	Sell	606 -9	-1%	-$422	﹤0.01%	278
2025 Q4	$27.3K	Hold	615	–	–	﹤0.01%	261
2025 Q3	$26.3K	Buy	615 +9	+1%	+$373	﹤0.01%	252
2025 Q2	$24.5K	Hold	606	–	–	﹤0.01%	240
2025 Q1	$22.1K	Sell	606 -1,957	-76%	-$70.7K	﹤0.01%	244
2024 Q4	$87.5K	Buy	2,563 +1,957	+323%	+$70.1K	0.01%	263
2024 Q3	$22.8K	Hold	606	–	–	﹤0.01%	273
2024 Q2	$21.3K	Hold	606	–	–	﹤0.01%	299
2024 Q1	$21.7K	Sell	606 -45,254	-99%	-$1.55M	﹤0.01%	261
2023 Q4	$1.56M	Hold	45,860	–	–	0.11%	61
2023 Q3	$1.42M	Buy	+45,860	New	+$1.48M	0.12%	59
2023 Q1	–	Sell	-8	Closed	-$238	–	277
2022 Q4	$238	Hold	8	–	–	﹤0.01%	262
2022 Q3	$0	Hold	8	–	–	﹤0.01%	267
2022 Q2	$0	Sell	8 -192	-96%	-$6.08K	﹤0.01%	287
2022 Q1	$7K	Buy	+200	New	+$6.94K	﹤0.01%	251

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxford Financial Group's SPDW Position: Q1 2026 in Review

Oxford Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.5% in Q1 2026, selling an estimated $422 and leaving 606 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Oxford Financial Group first reported a position in SPDW in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q4 2023. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Oxford Financial Group held 606 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $27.7K as of Q1 2026.
Oxford Financial Group sold 9 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $422.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #278 holding.
Oxford Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 15 quarters since.
Oxford Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.56M in Q4 2023.
1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.