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

Spartan Planning & Wealth 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 		$9.35M Buy
185,548
+75,640
+69% +$3.75M 6.22% 3
2026
Q1 		$5.02M Sell
109,908
-68,208
-38% -$3.2M 3.71% 13
2025
Q4 		$7.91M Sell
178,116
-10,456
-6% -$457K 5.84% 6
2025
Q3 		$8.07M Buy
188,572
+6,904
+4% +$286K 6.3% 4
2025
Q2 		$7.36M Buy
181,668
+17,620
+11% +$675K 6.3% 5
2025
Q1 		$5.97M Buy
164,048
+108,053
+193% +$3.9M 5.79% 4
2024
Q4 		$1.91M Buy
+55,995
New +$2M 1.75% 17
2023
Q4 		$3.5M Sell
102,983
-97,745
-49% -$3.1M 3.73% 10
2023
Q3 		$6.22M Buy
+200,728
New +$6.48M 7.29% 3
2022
Q4 		$5.37M Buy
180,886
+118,037
+188% +$3.39M 6.69% 4
2022
Q3 		$1.62M Buy
62,849
+10,482
+20% +$302K 2.12% 7
2022
Q2 		$1.51M Buy
52,367
+4,469
+9% +$141K 2.02% 6
2022
Q1 		$1.64M Buy
+47,898
New +$1.66M 2.05% 11

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

Spartan Planning & Wealth Management's SPDW Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 69% in Q2 2026, buying an estimated $3.75M and bringing the position to 185,548 shares worth $9.35M. The position accounts for 6.22% of the portfolio, ranked #3.

Spartan Planning & Wealth Management first reported a position in SPDW in Q1 2022 and has held it in 13 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Spartan Planning & Wealth Management held 185,548 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.35M as of Q2 2026.
  • Spartan Planning & Wealth Management bought 75,640 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $3.75M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.22% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Spartan Planning & Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 13 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 Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.