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Ridgeline Wealth Planning’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Ridgeline Wealth Planning’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 		$1.04M Buy
20,580
+8,925
+77% +$442K 0.66% 19
2026
Q1 		$532K Buy
11,655
+4,045
+53% +$190K 0.39% 29
2025
Q4 		$338K Sell
7,610
-4,080
-35% -$178K 0.24% 41
2025
Q3 		$500K Sell
11,690
-20
-0.2% -$829 0.38% 26
2025
Q2 		$474K Sell
11,710
-152
-1% -$5.83K 0.39% 23
2025
Q1 		$432K Sell
11,862
-801
-6% -$28.9K 0.42% 23
2024
Q4 		$432K Buy
+12,663
New +$453K 0.41% 23

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

Ridgeline Wealth Planning's SPDW Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 77% in Q2 2026, buying an estimated $442K and bringing the position to 20,580 shares worth $1.04M. The position accounts for 0.66% of the portfolio, ranked #19.

Ridgeline Wealth Planning first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Ridgeline Wealth Planning held 20,580 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.04M as of Q2 2026.
  • Ridgeline Wealth Planning bought 8,925 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $442K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.66% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #19 holding.
  • Ridgeline Wealth Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.