QFPS
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Quantum Financial Planning Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Quantum Financial Planning Services’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 		$640K Sell
12,693
-21
-0.2% -$1.04K 0.2% 24
2026
Q1 		$580K Hold
12,714
– – 0.21% 25
2025
Q4 		$565K Buy
12,714
+4,393
+53% +$192K 0.2% 25
2025
Q3 		$356K Buy
+8,321
New +$345K 0.14% 31

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Quantum Financial Planning Services's SPDW Position: Q2 2026 in Review

Quantum Financial Planning Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.17% in Q2 2026, selling an estimated $1.04K and leaving 12,693 shares worth $640K. The position accounts for 0.2% of the portfolio, ranked #24.

Quantum Financial Planning Services first reported a position in SPDW in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Quantum Financial Planning Services held 12,693 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $640K as of Q2 2026.
  • Quantum Financial Planning Services sold 21 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.04K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.2% of Quantum Financial Planning Services's portfolio in Q2 2026, its #24 holding.
  • Quantum Financial Planning Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.