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

Treasure Coast Financial 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 		$28.1M Buy
557,080
+3,999
+0.7% +$198K 13.69% 2
2026
Q1 		$25.2M Buy
553,081
+4,359
+0.8% +$205K 13% 2
2025
Q4 		$24.4M Buy
548,722
+1,642
+0.3% +$71.8K 12.94% 2
2025
Q3 		$23.4M Sell
547,080
-10,777
-2% -$447K 13.06% 2
2025
Q2 		$22.6M Buy
557,857
+12,939
+2% +$496K 13.16% 2
2025
Q1 		$19.8M Buy
544,918
+37,188
+7% +$1.34M 12.3% 2
2024
Q4 		$17.3M Sell
507,730
-12,023
-2% -$430K 11.42% 2
2024
Q3 		$19.5M Buy
519,753
+9,566
+2% +$345K 12.05% 2
2024
Q2 		$17.9M Sell
510,187
-10,873
-2% -$387K 11.8% 2
2024
Q1 		$18.7M Buy
521,060
+24,492
+5% +$841K 12.21% 2
2023
Q4 		$16.9M Buy
496,568
+9,770
+2% +$310K 11.78% 2
2023
Q3 		$15.1M Buy
486,798
+3,735
+0.8% +$121K 10.48% 2
2023
Q2 		$15.7M Buy
483,063
+15,213
+3% +$497K 10.62% 2
2023
Q1 		$15M Sell
467,850
-3,756
-0.8% -$119K 10.51% 2
2022
Q4 		$14M Sell
471,606
-12,412
-3% -$356K 10.45% 2
2022
Q3 		$12.5M Buy
484,018
+29,300
+6% +$845K 10.02% 2
2022
Q2 		$13.1M Buy
454,718
+25,725
+6% +$814K 10.16% 2
2022
Q1 		$14.7M Buy
428,993
+16,034
+4% +$556K 11.27% 2
2021
Q4 		$15.1M Buy
+412,959
New +$15.2M 11.65% 2

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Treasure Coast Financial Planning's SPDW Position: Q2 2026 in Review

Treasure Coast Financial Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.72% in Q2 2026, buying an estimated $198K and bringing the position to 557,080 shares worth $28.1M. The position accounts for 13.69% of the portfolio, ranked #2.

Treasure Coast Financial Planning first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Treasure Coast Financial Planning held 557,080 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $28.1M as of Q2 2026.
  • Treasure Coast Financial Planning bought 3,999 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $198K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 13.69% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Treasure Coast Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.