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

Prosperity Financial Group’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	$368K	Buy	7,305 +2,094	+40%	+$104K	0.11%	140
2026 Q1	$238K	Sell	5,211 -1,959	-27%	-$91.9K	0.09%	166
2025 Q4	$318K	Sell	7,170 -948	-12%	-$41.4K	0.11%	133
2025 Q3	$347K	Sell	8,118 -223	-3%	-$9.24K	0.13%	124
2025 Q2	$338K	Sell	8,341 -947	-10%	-$36.3K	0.14%	122
2025 Q1	$338K	Buy	+9,288	New	+$336K	0.17%	116
2024 Q4	–	Sell	-12,737	Closed	-$478K	–	191
2024 Q3	$478K	Sell	12,737 -167	-1%	-$6.03K	0.27%	88
2024 Q2	$453K	Buy	12,904 +879	+7%	+$31.3K	0.29%	82
2024 Q1	$431K	Buy	12,025 +3,573	+42%	+$123K	0.27%	89
2023 Q4	$287K	Buy	8,452 +757	+10%	+$24K	0.2%	96
2023 Q3	$239K	Sell	7,695 -335	-4%	-$10.8K	0.2%	93
2023 Q2	$261K	Buy	8,030 +1,134	+16%	+$37K	0.23%	97
2023 Q1	$222K	Buy	+6,896	New	+$218K	0.22%	90

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

Prosperity Financial Group's SPDW Position: Q2 2026 in Review

Prosperity Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 40% in Q2 2026, buying an estimated $104K and bringing the position to 7,305 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #140.

Prosperity Financial Group first reported a position in SPDW in Q1 2023 and has held it in 13 quarters since. The position peaked at $478K in Q3 2024. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Prosperity Financial Group held 7,305 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $368K as of Q2 2026.
Prosperity Financial Group bought 2,094 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $104K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Prosperity Financial Group's portfolio in Q2 2026, its #140 holding.
Prosperity Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 13 quarters since.
Prosperity Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $478K in Q3 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 Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.