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 Q2	$30.5K	Hold	606	–	–	﹤0.01%	271
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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oxford Financial Group's SPDW Position: Q2 2026 in Review

Oxford Financial Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 606 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Oxford Financial Group first reported a position in SPDW in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.56M in Q4 2023. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Oxford Financial Group held 606 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $30.5K as of Q2 2026.
Oxford Financial Group 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 ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #271 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 16 quarters since.
Oxford Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.56M in Q4 2023.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.