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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
Q2 		$568K Buy
11,274
+23
+0.2% +$1.14K 0.01% 304
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 $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

Retirement Planning Group (Kansas)'s SPDW Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.2% in Q2 2026, buying an estimated $1.14K and bringing the position to 11,274 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #304.

Retirement Planning Group (Kansas) first reported a position in SPDW in Q1 2019 and has held it in 19 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Retirement Planning Group (Kansas) held 11,274 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $568K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 23 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.14K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #304 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 19 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.