SPC
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Sigma Planning Corp’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Sigma Planning Corp’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 		$1.75M Buy
34,698
+459
+1% +$22.8K 0.04% 403
2026
Q1 		$1.56M Buy
34,239
+15,389
+82% +$722K 0.04% 409
2025
Q4 		$837K Buy
18,850
+602
+3% +$26.3K 0.02% 604
2025
Q3 		$781K Sell
18,248
-578
-3% -$24K 0.02% 620
2025
Q2 		$762K Sell
18,826
-17,059
-48% -$654K 0.02% 606
2025
Q1 		$1.31M Sell
35,885
-3,041
-8% -$110K 0.04% 397
2024
Q4 		$1.33M Sell
38,926
-2,301
-6% -$82.4K 0.04% 397
2024
Q3 		$1.55M Sell
41,227
-1,058
-3% -$38.2K 0.05% 367
2024
Q2 		$1.48M Buy
42,285
+1,094
+3% +$38.9K 0.05% 368
2024
Q1 		$1.48M Buy
41,191
+30,379
+281% +$1.04M 0.05% 394
2023
Q4 		$368K Sell
10,812
-14,231
-57% -$452K 0.03% 567
2023
Q3 		$777K Sell
25,043
-564
-2% -$18.2K 0.03% 547
2023
Q2 		$833K Buy
25,607
+12,327
+93% +$402K 0.03% 534
2023
Q1 		$427K Sell
13,280
-149
-1% -$4.7K 0.01% 870
2022
Q4 		$399K Sell
13,429
-654
-5% -$18.8K 0.01% 858
2022
Q3 		$363K Sell
14,083
-275
-2% -$7.93K 0.01% 869
2022
Q2 		$414K Buy
14,358
+1,874
+15% +$59.3K 0.01% 838
2022
Q1 		$428K Buy
12,484
+247
+2% +$8.57K 0.01% 902
2021
Q4 		$446K Buy
12,237
+2,610
+27% +$96K 0.01% 904
2021
Q3 		$349K Sell
9,627
-74
-0.8% -$2.75K 0.01% 980
2021
Q2 		$357K Buy
9,701
+1,087
+13% +$40.3K 0.01% 991
2021
Q1 		$305K Sell
8,614
-115
-1% -$4.03K 0.01% 985
2020
Q4 		$295K Sell
8,729
-28
-0.3% -$882 0.01% 907
2020
Q3 		$256K Buy
+8,757
New +$256K 0.01% 849
2020
Q1 		– Sell
-7,483
Closed -$235K – 1084
2019
Q4 		$235K Buy
+7,483
New +$228K 0.01% 905

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

Sigma Planning Corp's SPDW Position: Q2 2026 in Review

Sigma Planning Corp increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q2 2026, buying an estimated $22.8K and bringing the position to 34,698 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #403.

Sigma Planning Corp first reported a position in SPDW in Q4 2019 and has held it in 25 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Sigma Planning Corp held 34,698 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.75M as of Q2 2026.
  • Sigma Planning Corp bought 459 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $22.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #403 holding.
  • Sigma Planning Corp first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 25 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 Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.