Truepoint Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Truepoint Inc’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	$8.68M	Sell	172,268 -19,043	-10%	-$944K	0.18%	32
2026 Q1	$8.73M	Sell	191,311 -22,446	-11%	-$1.05M	0.19%	32
2025 Q4	$9.49M	Sell	213,757 -2,581	-1%	-$113K	0.21%	30
2025 Q3	$9.26M	Buy	216,338 +24	+0%	+$995	0.22%	29
2025 Q2	$8.76M	Buy	216,314 +140,575	+186%	+$5.39M	0.22%	29
2025 Q1	$2.76M	Sell	75,739 -30,289	-29%	-$1.09M	0.07%	42
2024 Q4	$3.62M	Buy	+106,028	New	+$3.8M	0.1%	36
2022 Q4	–	Sell	-16,858	Closed	-$435K	–	168
2022 Q3	$435K	Buy	+16,858	New	+$486K	0.02%	92
2020 Q1	–	Sell	-10,993	Closed	-$345K	–	102
2019 Q4	$345K	Sell	10,993 -281	-2%	-$8.56K	0.03%	88
2019 Q3	$331K	Buy	11,274 +1,124	+11%	+$32.6K	0.03%	85
2019 Q2	$300K	Buy	10,150 +2,039	+25%	+$60K	0.02%	99
2019 Q1	$237K	Buy	+8,111	New	+$231K	0.02%	102

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Truepoint Inc's SPDW Position: Q2 2026 in Review

Truepoint Inc reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 10% in Q2 2026, selling an estimated $944K and leaving 172,268 shares worth $8.68M. The position accounts for 0.18% of the portfolio, ranked #32.

Truepoint Inc first reported a position in SPDW in Q1 2019 and has held it in 12 quarters since. The position peaked at $9.49M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Truepoint Inc held 172,268 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.68M as of Q2 2026.
Truepoint Inc sold 19,043 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $944K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Truepoint Inc's portfolio in Q2 2026, its #32 holding.
Truepoint Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and has held it in 12 quarters since.
Truepoint Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $9.49M in Q4 2025.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.