SYM Financial Corp’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

SYM Financial 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	$6.34M	Buy	125,776 +13,197	+12%	+$654K	0.51%	17
2026 Q1	$5.14M	Buy	112,579 +10,690	+10%	+$502K	0.51%	21
2025 Q4	$4.52M	Buy	101,889 +32,736	+47%	+$1.43M	0.46%	22
2025 Q3	$2.96M	Buy	69,153 +12,351	+22%	+$512K	0.32%	26
2025 Q2	$2.3M	Buy	+56,802	New	+$2.18M	0.26%	28
2024 Q3	–	Sell	-1,297	Closed	-$45.5K	–	293
2024 Q2	$45.5K	Buy	+1,297	New	+$46.1K	0.01%	209
2023 Q4	–	Sell	-261	Closed	-$8.09K	–	198
2023 Q3	$8.09K	Buy	+261	New	+$8.43K	﹤0.01%	162

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

SYM Financial Corp's SPDW Position: Q2 2026 in Review

SYM Financial Corp increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q2 2026, buying an estimated $654K and bringing the position to 125,776 shares worth $6.34M. The position accounts for 0.51% of the portfolio, ranked #17.

SYM Financial Corp first reported a position in SPDW in Q3 2023 and has held it in 7 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

SYM Financial Corp held 125,776 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.34M as of Q2 2026.
SYM Financial Corp bought 13,197 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $654K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.51% of SYM Financial Corp's portfolio in Q2 2026, its #17 holding.
SYM Financial Corp first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 7 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.