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Tempus Wealth Planning’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Tempus Wealth 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 		$2.18M Buy
43,168
+45
+0.1% +$2.23K 0.43% 63
2026
Q1 		$1.97M Buy
43,123
+1,888
+5% +$88.6K 0.45% 62
2025
Q4 		$1.83M Buy
41,235
+899
+2% +$39.3K 0.42% 59
2025
Q3 		$1.73M Sell
40,336
-19
-0% -$787 0.4% 66
2025
Q2 		$1.63M Buy
40,355
+2,499
+7% +$95.8K 0.41% 68
2025
Q1 		$1.38M Buy
37,856
+18,327
+94% +$662K 0.41% 71
2024
Q4 		$667K Buy
19,529
+8,779
+82% +$314K 0.2% 115
2024
Q3 		$404K Buy
10,750
+2,862
+36% +$103K 0.15% 144
2024
Q2 		$277K Buy
+7,888
New +$281K 0.12% 164
2024
Q1 		– Sell
-5,919
Closed -$201K – 207
2023
Q4 		$201K Sell
5,919
-58,568
-91% -$1.86M 0.09% 186
2023
Q3 		$2M Sell
64,487
-37
-0.1% -$1.2K 1% 16
2023
Q2 		$2.1M Sell
64,524
-645
-1% -$21.1K 0.95% 23
2023
Q1 		$2.09M Buy
65,169
+1,696
+3% +$53.5K 1.02% 19
2022
Q4 		$1.88M Sell
63,473
-2,163
-3% -$62.1K 1.14% 19
2022
Q3 		$1.69M Buy
65,636
+4,752
+8% +$137K 1.13% 19
2022
Q2 		$1.76M Sell
60,884
-4,699
-7% -$149K 1.44% 15
2022
Q1 		$2.25M Sell
65,583
-1,390
-2% -$48.2K 1.6% 11
2021
Q4 		$2.44M Sell
66,973
-1,584
-2% -$58.3K 1.32% 16
2021
Q3 		$2.48M Buy
+68,557
New +$2.55M 1.41% 14

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

Tempus Wealth Planning's SPDW Position: Q2 2026 in Review

Tempus Wealth Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.1% in Q2 2026, buying an estimated $2.23K and bringing the position to 43,168 shares worth $2.18M. The position accounts for 0.43% of the portfolio, ranked #63.

Tempus Wealth Planning first reported a position in SPDW in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.48M in Q3 2021. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Tempus Wealth Planning held 43,168 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.18M as of Q2 2026.
  • Tempus Wealth Planning bought 45 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.23K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.43% of Tempus Wealth Planning's portfolio in Q2 2026, its #63 holding.
  • Tempus Wealth Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2021 and has held it in 19 quarters since.
  • Tempus Wealth Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.48M in Q3 2021.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.