Plan A Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Plan A Wealth’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	$587K	Sell	11,647 -2,194	-16%	-$109K	0.25%	67
2026 Q1	$632K	Sell	13,841 -3,179	-19%	-$149K	0.3%	52
2025 Q4	$756K	Sell	17,020 -5,136	-23%	-$224K	0.37%	35
2025 Q3	$948K	Sell	22,156 -28,344	-56%	-$1.17M	0.48%	26
2025 Q2	$2.04M	Sell	50,500 -44,431	-47%	-$1.7M	1.16%	15
2025 Q1	$3.46M	Sell	94,931 -30,664	-24%	-$1.11M	2.68%	5
2024 Q4	$4.29M	Buy	+125,595	New	+$4.5M	3.92%	3

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

Plan A Wealth's SPDW Position: Q2 2026 in Review

Plan A Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 16% in Q2 2026, selling an estimated $109K and leaving 11,647 shares worth $587K. The position accounts for 0.25% of the portfolio, ranked #67.

Plan A Wealth first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.29M in Q4 2024. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Plan A Wealth held 11,647 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $587K as of Q2 2026.
Plan A Wealth sold 2,194 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $109K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.25% of Plan A Wealth's portfolio in Q2 2026, its #67 holding.
Plan A Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.29M in Q4 2024.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.