Pinnacle Wealth Planning Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Pinnacle Wealth Planning Services’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	$39.8K	Hold	789	–	–	﹤0.01%	1432
2026 Q1	$36K	Buy	+789	New	+$37K	﹤0.01%	1379
2022 Q2	–	Sell	-9,631	Closed	-$330K	–	471
2022 Q1	$330K	Buy	9,631 +596	+7%	+$20.7K	0.06%	253
2021 Q4	$330K	Buy	9,035 +1,727	+24%	+$63.5K	0.06%	243
2021 Q3	$265K	Buy	7,308 +375	+5%	+$13.9K	0.06%	265
2021 Q2	$255K	Buy	6,933 +600	+9%	+$22.3K	0.06%	267
2021 Q1	$224K	Buy	6,333 +150	+2%	+$5.26K	0.06%	276
2020 Q4	$209K	Buy	+6,183	New	+$195K	0.05%	271
2020 Q1	–	Sell	-8,376	Closed	-$262K	–	267
2019 Q4	$262K	Buy	8,376 +300	+4%	+$9.13K	0.12%	170
2019 Q3	$237K	Hold	8,076	–	–	0.13%	156
2019 Q2	$239K	Sell	8,076 -6	-0.1%	-$177	0.14%	141
2019 Q1	$236K	Sell	8,082 -7,312	-47%	-$208K	0.16%	128
2018 Q4	$408K	Buy	+15,394	New	+$434K	0.26%	74

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

Pinnacle Wealth Planning Services's SPDW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 789 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Pinnacle Wealth Planning Services first reported a position in SPDW in Q4 2018 and has held it in 13 quarters since. The position peaked at $408K in Q4 2018. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Pinnacle Wealth Planning Services held 789 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $39.8K as of Q2 2026.
Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1432 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $408K in Q4 2018.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.