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

Partners in 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
Q1 		$13.2M Sell
289,975
-431
-0.1% -$20.2K 2.2% 12
2025
Q4 		$12.9M Buy
290,406
+3,879
+1% +$170K 2.18% 12
2025
Q3 		$12.3M Sell
286,527
-287
-0.1% -$11.9K 2.12% 12
2025
Q2 		$11.6M Buy
286,814
+72,873
+34% +$2.79M 2.14% 13
2025
Q1 		$7.79M Sell
213,941
-1,324
-0.6% -$47.8K 1.57% 15
2024
Q4 		$7.35M Sell
215,265
-5,293
-2% -$190K 1.5% 15
2024
Q3 		$8.28M Sell
220,558
-11,923
-5% -$430K 1.67% 15
2024
Q2 		$8.16M Buy
232,481
+1,133
+0.5% +$40.3K 1.77% 15
2024
Q1 		$8.29M Sell
231,348
-2,723
-1% -$93.5K 1.85% 15
2023
Q4 		$7.96M Sell
234,071
-2,989
-1% -$94.9K 1.87% 14
2023
Q3 		$7.35M Buy
237,060
+166
+0.1% +$5.36K 1.89% 14
2023
Q2 		$7.71M Buy
236,894
+1,160
+0.5% +$37.9K 1.96% 14
2023
Q1 		$7.57M Sell
235,734
-1,478
-0.6% -$46.7K 1.99% 13
2022
Q4 		$7.08M Buy
237,212
+50,625
+27% +$1.45M 1.96% 14
2022
Q3 		$5.57M Buy
186,587
+43,461
+30% +$1.25M 1.59% 13
2022
Q2 		$4.14M Buy
143,126
+6,868
+5% +$217K 1.32% 12
2022
Q1 		$4.46M Sell
136,258
-526
-0.4% -$18.3K 1.4% 12
2021
Q4 		$4.79M Buy
136,784
+3,984
+3% +$147K 1.47% 12
2021
Q3 		$4.81M Hold
132,800
– – 1.5% 12
2021
Q2 		$4.89M Buy
+132,800
New +$4.93M 1.53% 12

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Partners in Financial Planning's SPDW Position: Q1 2026 in Review

Partners in Financial Planning reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.15% in Q1 2026, selling an estimated $20.2K and leaving 289,975 shares worth $13.2M. The position accounts for 2.2% of the portfolio, ranked #12.

Partners in Financial Planning first reported a position in SPDW in Q2 2021 and has held it in 20 quarters since. 1,199 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Partners in Financial Planning held 289,975 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.2M as of Q1 2026.
  • Partners in Financial Planning sold 431 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $20.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.2% of Partners in Financial Planning's portfolio in Q1 2026, its #12 holding.
  • Partners in Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,199 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.