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Retirement Planning Group (Kansas)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$514K Buy
11,251
+179
+2% +$8.4K 0.02% 293
2025
Q4 		$492K Buy
11,072
+311
+3% +$13.6K 0.02% 273
2025
Q3 		$460K Hold
10,761
– – 0.02% 275
2025
Q2 		$436K Sell
10,761
-910
-8% -$34.9K 0.02% 219
2025
Q1 		$425K Buy
11,671
+1,236
+12% +$44.7K 0.02% 209
2024
Q4 		$356K Buy
10,435
+1,175
+13% +$42.1K 0.02% 214
2024
Q3 		$348K Sell
9,260
-53
-0.6% -$1.91K 0.02% 207
2024
Q2 		$327K Hold
9,313
– – 0.02% 189
2024
Q1 		$334K Buy
9,313
+1,762
+23% +$60.5K 0.03% 164
2023
Q4 		$257K Sell
7,551
-1,506
-17% -$47.8K 0.02% 159
2023
Q3 		$281K Buy
9,057
+1,150
+15% +$37.1K 0.03% 131
2023
Q2 		$257K Buy
+7,907
New +$258K 0.03% 140
2020
Q3 		– Sell
-7,414
Closed -$205K – 58
2020
Q2 		$205K Sell
7,414
-2,228
-23% -$58.3K 0.04% 57
2020
Q1 		$231K Buy
9,642
+1,457
+18% +$41.7K 0.06% 54
2019
Q4 		$257K Buy
8,185
+134
+2% +$4.08K 0.05% 66
2019
Q3 		$236K Sell
8,051
-4,139
-34% -$120K 0.05% 66
2019
Q2 		$361K Buy
12,190
+1,009
+9% +$29.7K 0.08% 47
2019
Q1 		$327K Buy
+11,181
New +$319K 0.08% 50

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SPDW Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.6% in Q1 2026, buying an estimated $8.4K and bringing the position to 11,251 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #293.

Retirement Planning Group (Kansas) first reported a position in SPDW in Q1 2019 and has held it in 18 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Retirement Planning Group (Kansas) held 11,251 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $514K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 179 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $8.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #293 holding.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and has held it in 18 quarters since.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.