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

Plan Group Financial’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 Q3	–	Sell	-6,554	Closed	-$330K	–	264
2026 Q2	$330K	Sell	6,554 -4,402	-40%	-$218K	0.07%	166
2026 Q1	$500K	Buy	10,956 +706	+7%	+$33.1K	0.12%	125
2025 Q4	$455K	Sell	10,250 -1,037	-9%	-$45.3K	0.12%	125
2025 Q3	$483K	Sell	11,287 -39,479	-78%	-$1.64M	0.13%	120
2025 Q2	$2.06M	Buy	+50,766	New	+$1.95M	0.68%	43

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Plan Group Financial's SPDW Position: Q3 2026 in Review

Plan Group Financial sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026, closing a stake of 6,554 shares — an estimated $330K sold.

Plan Group Financial first reported a position in SPDW in Q2 2025 and held it in 5 quarters. The position peaked at $2.06M in Q2 2025. 767 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Plan Group Financial reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2026 after selling out during the quarter.
Plan Group Financial sold 6,554 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $330K.
Plan Group Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and held it in 5 quarters.
Plan Group Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.06M in Q2 2025.
767 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.