Spectrum Planning & Advisory Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Spectrum Planning & Advisory Services’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	$1.08M	Buy	21,454 +4,930	+30%	+$244K	0.48%	42
2026 Q1	$754K	Buy	16,524 +472	+3%	+$22.1K	0.37%	44
2025 Q4	$713K	Buy	16,052 +1,628	+11%	+$71.1K	0.37%	45
2025 Q3	$617K	Buy	14,424 +1,338	+10%	+$55.4K	0.35%	54
2025 Q2	$530K	Sell	13,086 -10,545	-45%	-$404K	0.34%	50
2025 Q1	$860K	Buy	23,631 +6,761	+40%	+$244K	0.72%	29
2024 Q4	$576K	Buy	16,870 +59	+0.4%	+$2.11K	0.5%	30
2024 Q3	$631K	Sell	16,811 -865	-5%	-$31.2K	0.61%	28
2024 Q2	$620K	Buy	+17,676	New	+$629K	0.6%	29
2023 Q4	$430K	Buy	12,637 +3,111	+33%	+$98.8K	0.61%	30
2023 Q3	$295K	Hold	9,526	–	–	0.47%	30
2023 Q2	$311K	Buy	+9,526	New	+$311K	0.47%	28

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

Spectrum Planning & Advisory Services's SPDW Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 30% in Q2 2026, buying an estimated $244K and bringing the position to 21,454 shares worth $1.08M. The position accounts for 0.48% of the portfolio, ranked #42.

Spectrum Planning & Advisory Services first reported a position in SPDW in Q2 2023 and has held it in 12 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Spectrum Planning & Advisory Services held 21,454 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.08M as of Q2 2026.
Spectrum Planning & Advisory Services bought 4,930 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $244K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.48% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #42 holding.
Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 12 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 Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.