SFP
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Strategic Financial Planning’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Strategic Financial Planning’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 		$17.7M Buy
+352,236
New +$17.5M 9.26% 4
2026
Q1 		– Sell
-371,396
Closed -$16.5M – 52
2025
Q4 		$16.5M Buy
371,396
+3,715
+1% +$162K 9.38% 4
2025
Q3 		$15.7M Sell
367,681
-11,174
-3% -$463K 9.12% 4
2025
Q2 		$15.3M Buy
378,855
+2,472
+0.7% +$94.8K 9.55% 3
2025
Q1 		$13.7M Sell
376,383
-389
-0.1% -$14.1K 9.45% 3
2024
Q4 		$12.9M Buy
376,772
+21,331
+6% +$764K 8.76% 4
2024
Q3 		$13.4M Sell
355,441
-23,443
-6% -$846K 8.83% 4
2024
Q2 		$13.3M Buy
378,884
+33,102
+10% +$1.18M 9.59% 3
2024
Q1 		$12.4M Buy
345,782
+103
+0% +$3.54K 9.27% 3
2023
Q4 		$11.8M Buy
345,679
+9,423
+3% +$299K 9.19% 3
2023
Q3 		$10.4M Buy
336,256
+5,479
+2% +$177K 9.6% 3
2023
Q2 		$10.8M Buy
330,777
+4,478
+1% +$146K 9.53% 3
2023
Q1 		$10.5M Buy
326,299
+9,514
+3% +$300K 9.58% 3
2022
Q4 		$9.41M Sell
316,785
-8,013
-2% -$230K 9.11% 3
2022
Q3 		$8.38M Sell
324,798
-7,076
-2% -$204K 8.72% 3
2022
Q2 		$9.57M Buy
331,874
+11,156
+3% +$353K 9.21% 3
2022
Q1 		$11M Sell
320,718
-42,270
-12% -$1.47M 9.14% 3
2021
Q4 		$13.2M Sell
362,988
-11,864
-3% -$436K 9.51% 3
2021
Q3 		$13.6M Sell
374,852
-941
-0.3% -$34.9K 9.94% 3
2021
Q2 		$13.8M Sell
375,793
-5,998
-2% -$223K 9.98% 3
2021
Q1 		$13.5M Buy
381,791
+59,161
+18% +$2.07M 10.07% 3
2020
Q4 		$10.9M Buy
322,630
+12,340
+4% +$389K 9.54% 3
2020
Q3 		$9.08M Buy
310,290
+8,670
+3% +$253K 9.44% 3
2020
Q2 		$8.33M Sell
301,620
-38,633
-11% -$1.01M 9.28% 3
2020
Q1 		$8.15M Buy
340,253
+201,779
+146% +$5.77M 10.79% 4
2019
Q4 		$4.34M Buy
+138,474
New +$4.22M 4.22% 9

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

Strategic Financial Planning's SPDW Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 352,236 shares worth $17.7M. The stake represents 9.26% of the portfolio and ranks #4 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SPDW as recently as Q4 2025.

Strategic Financial Planning first reported a position in SPDW in Q4 2019 and has held it in 26 quarters since. 1,224 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Strategic Financial Planning held 352,236 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $17.7M as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Strategic Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 9.26% of Strategic Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Strategic Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,224 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.