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

TPG Financial Advisors’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 		$11.6M Sell
230,984
-4,565
-2% -$226K 3.48% 9
2026
Q1 		$10.8M Buy
235,549
+17,398
+8% +$816K 3.5% 12
2025
Q4 		$9.69M Buy
218,151
+28,531
+15% +$1.25M 3.23% 12
2025
Q3 		$8.11M Buy
189,620
+2,252
+1% +$93.3K 3.02% 15
2025
Q2 		$7.59M Sell
187,368
-61,408
-25% -$2.35M 3.04% 15
2025
Q1 		$9.06M Sell
248,776
-15,129
-6% -$547K 4% 8
2024
Q4 		$9.01M Buy
263,905
+23,337
+10% +$836K 3.92% 8
2024
Q3 		$9.04M Buy
240,568
+10,642
+5% +$384K 4.07% 7
2024
Q2 		$8.07M Buy
+229,926
New +$8.18M 3.82% 8
2023
Q4 		$6.37M Buy
188,256
+7,803
+4% +$248K 3.24% 11
2023
Q3 		$5.6M Buy
180,453
+18,073
+11% +$584K 2.89% 13
2023
Q2 		$5.28M Buy
162,380
+4,225
+3% +$138K 2.77% 12
2023
Q1 		$5.08M Buy
158,155
+5,675
+4% +$179K 2.78% 12
2022
Q4 		$4.53M Sell
152,480
-1,323
-0.9% -$38K 2.75% 11
2022
Q3 		$3.97M Sell
153,803
-15,346
-9% -$442K 2.44% 14
2022
Q2 		$4.88M Buy
169,149
+2,456
+1% +$77.7K 3.27% 12
2022
Q1 		$5.71M Buy
166,693
+11,771
+8% +$408K 3.46% 11
2021
Q4 		$5.65M Buy
154,922
+14,626
+10% +$538K 3.46% 11
2021
Q3 		$5.08M Buy
140,296
+19,032
+16% +$707K 3.35% 13
2021
Q2 		$4.46M Sell
121,264
-21,227
-15% -$787K 3.13% 12
2021
Q1 		$5.04M Sell
142,491
-8,693
-6% -$305K 3.51% 12
2020
Q4 		$5.1M Buy
151,184
+20,446
+16% +$644K 3.79% 12
2020
Q3 		$3.83M Sell
130,738
-7,084
-5% -$207K 3.27% 11
2020
Q2 		$3.81M Buy
137,822
+37,800
+38% +$989K 3.41% 13
2020
Q1 		$2.4M Sell
100,022
-13,148
-12% -$376K 2.38% 13
2019
Q4 		$3.55M Buy
113,170
+5,155
+5% +$157K 2.92% 13
2019
Q3 		$3.17M Buy
108,015
+29,887
+38% +$867K 2.85% 13
2019
Q2 		$2.34M Sell
78,128
-21,738
-22% -$640K 2.14% 12
2019
Q1 		$2.96M Buy
99,866
+27,165
+37% +$774K 2.86% 12
2018
Q4 		$1.92M Buy
+72,701
New +$2.05M 2.09% 16

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

TPG Financial Advisors's SPDW Position: Q2 2026 in Review

TPG Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.9% in Q2 2026, selling an estimated $226K and leaving 230,984 shares worth $11.6M. The position accounts for 3.48% of the portfolio, ranked #9.

TPG Financial Advisors first reported a position in SPDW in Q4 2018 and has held it in 30 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • TPG Financial Advisors held 230,984 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11.6M as of Q2 2026.
  • TPG Financial Advisors sold 4,565 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $226K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 3.48% of TPG Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • TPG Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 30 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 TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.