Tru Independence Asset Management 2’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Tru Independence Asset Management 2’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 Q1	$839K	Hold	18,385	–	–	0.52%	46
2025 Q4	$816K	Hold	18,385	–	–	0.51%	46
2025 Q3	$787K	Sell	18,385 -6,176	-25%	-$256K	0.52%	48
2025 Q2	$994K	Buy	24,561 +5,730	+30%	+$220K	0.68%	37
2025 Q1	$686K	Buy	18,831 +12,166	+183%	+$440K	0.51%	45
2024 Q4	$227K	Sell	6,665 -149	-2%	-$5.33K	0.19%	72
2024 Q3	$256K	Buy	+6,814	New	+$246K	0.22%	67

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tru Independence Asset Management 2's SPDW Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 18,385 shares worth $839K. The position accounts for 0.52% of the portfolio, ranked #46.

Tru Independence Asset Management 2 first reported a position in SPDW in Q3 2024 and has held it in 7 quarters since. The position peaked at $994K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Tru Independence Asset Management 2 held 18,385 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $839K as of Q1 2026.
Tru Independence Asset Management 2 left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.52% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #46 holding.
Tru Independence Asset Management 2 first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 7 quarters since.
Tru Independence Asset Management 2's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $994K in Q2 2025.
1,199 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.