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

Tilson Financial Group’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 		$2.58M Buy
51,159
+160
+0.3% +$7.93K 0.71% 28
2026
Q1 		$2.33M Sell
50,999
-174
-0.3% -$8.16K 0.7% 29
2025
Q4 		$2.27M Sell
51,173
-210
-0.4% -$9.18K 0.7% 29
2025
Q3 		$2.2M Sell
51,383
-3,923
-7% -$163K 0.72% 28
2025
Q2 		$2.24M Sell
55,306
-282
-0.5% -$10.8K 0.84% 27
2025
Q1 		$2.02M Sell
55,588
-8,260
-13% -$298K 0.8% 27
2024
Q4 		$2.18M Sell
63,848
-854
-1% -$30.6K 0.89% 28
2024
Q3 		$2.43M Buy
64,702
+11,370
+21% +$410K 1.05% 26
2024
Q2 		$1.87M Sell
53,332
-149
-0.3% -$5.3K 1.89% 15
2024
Q1 		$1.92M Buy
53,481
+592
+1% +$20.3K 1.03% 28
2023
Q4 		$1.8M Sell
52,889
-1,077
-2% -$34.2K 1.16% 25
2023
Q3 		$1.67M Buy
53,966
+158
+0.3% +$5.1K 1.31% 22
2023
Q2 		$1.75M Sell
53,808
-4,172
-7% -$136K 2.98% 9
2023
Q1 		$1.86M Sell
57,980
-363
-0.6% -$11.5K 1.52% 21
2022
Q4 		$1.73M Buy
+58,343
New +$1.67M 1.47% 21

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

Tilson Financial Group's SPDW Position: Q2 2026 in Review

Tilson Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.31% in Q2 2026, buying an estimated $7.93K and bringing the position to 51,159 shares worth $2.58M. The position accounts for 0.71% of the portfolio, ranked #28.

Tilson Financial Group first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Tilson Financial Group held 51,159 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.58M as of Q2 2026.
  • Tilson Financial Group bought 160 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $7.93K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.71% of Tilson Financial Group's portfolio in Q2 2026, its #28 holding.
  • Tilson Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 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 Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.