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Ridgewood Investments’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Ridgewood Investments’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 		$1.84M Buy
36,516
+1,992
+6% +$98.7K 0.69% 38
2026
Q1 		$1.58M Buy
+34,524
New +$1.62M 0.64% 45
2025
Q3 		$1.25M Buy
29,240
+5,464
+23% +$226K 0.53% 62
2025
Q2 		$963K Buy
23,776
+8,462
+55% +$324K 0.42% 68
2025
Q1 		$558K Buy
15,314
+6,245
+69% +$226K 0.26% 106
2024
Q4 		$310K Buy
9,069
+3,398
+60% +$122K 0.15% 146
2024
Q3 		$213K Buy
5,671
+4,334
+324% +$156K 0.11% 164
2024
Q2 		$46.9K Buy
+1,337
New +$47.6K 0.02% 327

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

Ridgewood Investments's SPDW Position: Q2 2026 in Review

Ridgewood Investments increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.8% in Q2 2026, buying an estimated $98.7K and bringing the position to 36,516 shares worth $1.84M. The position accounts for 0.69% of the portfolio, ranked #38.

Ridgewood Investments first reported a position in SPDW in Q2 2024 and has held it in 8 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Ridgewood Investments held 36,516 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.84M as of Q2 2026.
  • Ridgewood Investments bought 1,992 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $98.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.69% of Ridgewood Investments's portfolio in Q2 2026, its #38 holding.
  • Ridgewood Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.