Sharkey, Howes & Javer’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Sharkey, Howes & Javer’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	$1.17M	Sell	23,258 -31,887	-58%	-$1.58M	0.14%	81
2026 Q1	$2.52M	Sell	55,145 -5,603	-9%	-$263K	0.34%	50
2025 Q4	$2.7M	Buy	60,748 +41,477	+215%	+$1.81M	0.34%	47
2025 Q3	$825K	Sell	19,271 -111,891	-85%	-$4.64M	0.11%	91
2025 Q2	$5.31M	Buy	131,162 +16,375	+14%	+$628K	0.71%	31
2025 Q1	$4.18M	Buy	114,787 +88,382	+335%	+$3.19M	0.6%	33
2024 Q4	$901K	Buy	26,405 +2,565	+11%	+$91.8K	0.13%	90
2024 Q3	$895K	Buy	+23,840	New	+$861K	0.13%	82

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

Sharkey, Howes & Javer's SPDW Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 58% in Q2 2026, selling an estimated $1.58M and leaving 23,258 shares worth $1.17M. The position accounts for 0.14% of the portfolio, ranked #81.

Sharkey, Howes & Javer first reported a position in SPDW in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.31M in Q2 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Sharkey, Howes & Javer held 23,258 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.17M as of Q2 2026.
Sharkey, Howes & Javer sold 31,887 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.58M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.14% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #81 holding.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 8 quarters since.
Sharkey, Howes & Javer's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.31M 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 Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.