Richardson Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Richardson Capital Management’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	$256K	Hold	5,077	–	–	0.11%	40
2026 Q1	$232K	Hold	5,077	–	–	0.11%	41
2025 Q4	$225K	Hold	5,077	–	–	0.11%	35
2025 Q3	$217K	Sell	5,077 -4,929	-49%	-$204K	0.1%	35
2025 Q2	$405K	Hold	10,006	–	–	0.21%	17
2025 Q1	$364K	Hold	10,006	–	–	0.23%	20
2024 Q4	$342K	Hold	10,006	–	–	0.22%	23
2024 Q3	$376K	Hold	10,006	–	–	0.26%	19
2024 Q2	$351K	Hold	10,006	–	–	0.27%	21
2024 Q1	$359K	Hold	10,006	–	–	0.29%	19
2023 Q4	$340K	Buy	+10,006	New	+$318K	0.33%	11

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

Richardson Capital Management's SPDW Position: Q2 2026 in Review

Richardson Capital Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 5,077 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #40.

Richardson Capital Management first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $405K in Q2 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Richardson Capital Management held 5,077 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $256K as of Q2 2026.
Richardson Capital Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Richardson Capital Management's portfolio in Q2 2026, its #40 holding.
Richardson Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $405K in Q2 2025.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.