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

PlanWiser 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 Q2	$6.67M	Sell	132,304 -24,603	-16%	-$1.22M	4.63%	5
2026 Q1	$7.67M	Sell	156,907 -15,987	-9%	-$750K	5.55%	4
2025 Q4	$7.99M	Buy	172,894 +56,453	+48%	+$2.47M	5.98%	3
2025 Q3	$5.08M	Sell	116,441 -51,030	-30%	-$2.11M	4.03%	6
2025 Q2	$6.8M	Buy	167,471 +55,892	+50%	+$2.14M	5.8%	3
2025 Q1	$4.28M	Buy	+111,579	New	+$4.03M	3.88%	8

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

PlanWiser Financial's SPDW Position: Q2 2026 in Review

PlanWiser Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 16% in Q2 2026, selling an estimated $1.22M and leaving 132,304 shares worth $6.67M. The position accounts for 4.63% of the portfolio, ranked #5.

PlanWiser Financial first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.99M in Q4 2025. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

PlanWiser Financial held 132,304 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.67M as of Q2 2026.
PlanWiser Financial sold 24,603 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.22M.
State Street SPDR Portfolio Developed World ex-US ETF made up 4.63% of PlanWiser Financial's portfolio in Q2 2026, its #5 holding.
PlanWiser Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.99M in Q4 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.