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Stewardship Concepts Financial Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Stewardship Concepts Financial 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 		$561K Buy
11,138
+1,107
+11% +$54.9K 0.38% 38
2026
Q1 		$458K Sell
10,031
-289
-3% -$13.6K 0.36% 40
2025
Q4 		$459K Buy
+10,320
New +$451K 0.39% 33

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

Stewardship Concepts Financial Services's SPDW Position: Q2 2026 in Review

Stewardship Concepts Financial Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q2 2026, buying an estimated $54.9K and bringing the position to 11,138 shares worth $561K. The position accounts for 0.38% of the portfolio, ranked #38.

Stewardship Concepts Financial Services first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 1,225 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Stewardship Concepts Financial Services held 11,138 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $561K as of Q2 2026.
  • Stewardship Concepts Financial Services bought 1,107 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $54.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.38% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #38 holding.
  • Stewardship Concepts Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.