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

Symphony Financial’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	$6.59M	Buy	131,460 +2,721	+2%	+$135K	0.72%	39
2026 Q1	$5.76M	Buy	128,739 +916	+0.7%	+$43K	0.76%	38
2025 Q4	$5.7M	Sell	127,823 -732	-0.6%	-$32K	0.77%	37
2025 Q3	$5.48M	Sell	128,555 -1,376	-1%	-$57K	0.67%	42
2025 Q2	$5.27M	Buy	+129,931	New	+$4.98M	0.69%	42
2025 Q1	–	Sell	-121,015	Closed	-$4.28M	–	195
2024 Q4	$4.28M	Buy	121,015 +12,024	+11%	+$431K	0.67%	44
2024 Q3	$4.11M	Buy	108,991 +5,934	+6%	+$214K	0.68%	41
2024 Q2	$3.61M	Buy	+103,057	New	+$3.67M	0.66%	40

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

Symphony Financial's SPDW Position: Q2 2026 in Review

Symphony Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.1% in Q2 2026, buying an estimated $135K and bringing the position to 131,460 shares worth $6.59M. The position accounts for 0.72% of the portfolio, ranked #39.

Symphony Financial first reported a position in SPDW in Q2 2024 and has held it in 8 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Symphony Financial held 131,460 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.59M as of Q2 2026.
Symphony Financial bought 2,721 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $135K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.72% of Symphony Financial's portfolio in Q2 2026, its #39 holding.
Symphony Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 8 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 Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.