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Plante Moran Financial Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Plante Moran Financial Advisors’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 		$15.8M Sell
313,282
-7,130
-2% -$353K 0.73% 11
2026
Q1 		$14.6M Sell
320,412
-29,186
-8% -$1.37M 0.95% 9
2025
Q4 		$15.5M Sell
349,598
-8,486
-2% -$371K 0.98% 9
2025
Q3 		$15.3M Buy
358,084
+11,411
+3% +$473K 0.96% 9
2025
Q2 		$14M Buy
346,673
+9,177
+3% +$352K 0.99% 9
2025
Q1 		$12.3M Sell
337,496
-59,438
-15% -$2.15M 1.06% 9
2024
Q4 		$13.5M Sell
396,934
-24,028
-6% -$860K 1.13% 9
2024
Q3 		$15.8M Sell
420,962
-20,471
-5% -$739K 1.35% 9
2024
Q2 		$15.5M Sell
441,433
-62,939
-12% -$2.24M 1.55% 8
2024
Q1 		$18.1M Sell
504,372
-12,969
-3% -$446K 1.94% 6
2023
Q4 		$17.6M Buy
517,341
+1,680
+0.3% +$53.3K 1.84% 10
2023
Q3 		$16M Buy
515,661
+10,040
+2% +$324K 1.92% 10
2023
Q2 		$16.5M Sell
505,621
-18,740
-4% -$612K 1.95% 10
2023
Q1 		$16.8M Sell
524,361
-57,422
-10% -$1.81M 2.3% 9
2022
Q4 		$17.3M Buy
581,783
+115,731
+25% +$3.32M 2.51% 9
2022
Q3 		$12M Buy
466,052
+212,346
+84% +$6.12M 2.06% 10
2022
Q2 		$7.32M Sell
253,706
-5,679
-2% -$180K 1.22% 11
2022
Q1 		$8.89M Buy
259,385
+234,976
+963% +$8.15M 1.66% 9
2021
Q4 		$890K Buy
+24,409
New +$898K 0.15% 59
2018
Q4 		– Sell
-876
Closed -$27K – 958
2018
Q3 		$27K Buy
+876
New +$26.8K 0.01% 399

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's SPDW Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.2% in Q2 2026, selling an estimated $353K and leaving 313,282 shares worth $15.8M. The position accounts for 0.73% of the portfolio, ranked #11.

Plante Moran Financial Advisors first reported a position in SPDW in Q3 2018 and has held it in 20 quarters since. The position peaked at $18.1M in Q1 2024. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Plante Moran Financial Advisors held 313,282 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $15.8M as of Q2 2026.
  • Plante Moran Financial Advisors sold 7,130 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $353K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.73% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 20 quarters since.
  • Plante Moran Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $18.1M in Q1 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 Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.