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

Valtinson Bruner 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
Q1 		$10.4M Buy
227,987
+20,281
+10% +$952K 2.86% 11
2025
Q4 		$9.22M Buy
207,706
+10,575
+5% +$462K 2.65% 10
2025
Q3 		$8.44M Buy
197,131
+19,683
+11% +$816K 2.5% 11
2025
Q2 		$7.18M Sell
177,448
-127,886
-42% -$4.9M 2.25% 11
2025
Q1 		$11.1M Buy
305,334
+88,977
+41% +$3.22M 3.76% 8
2024
Q4 		$7.38M Sell
216,357
-29,850
-12% -$1.07M 2.58% 10
2024
Q3 		$9.25M Buy
246,207
+30,960
+14% +$1.12M 3.22% 7
2024
Q2 		$7.55M Buy
215,247
+4,043
+2% +$144K 3% 7
2024
Q1 		$7.57M Buy
211,204
+37,344
+21% +$1.28M 3.23% 7
2023
Q4 		$5.91M Sell
173,860
-2,381
-1% -$75.6K 3.04% 6
2023
Q3 		$5.47M Sell
176,241
-9,705
-5% -$313K 2.99% 7
2023
Q2 		$6.05M Sell
185,946
-39,220
-17% -$1.28M 3.26% 5
2023
Q1 		$7.23M Buy
225,166
+30,817
+16% +$973K 4.13% 2
2022
Q4 		$6.19M Sell
194,349
-38,290
-16% -$1.1M 3.58% 4
2022
Q3 		$6M Buy
232,639
+35,382
+18% +$1.02M 3.7% 4
2022
Q2 		$5.69M Buy
197,257
+13,594
+7% +$430K 3.47% 6
2022
Q1 		$6.15M Buy
183,663
+17,180
+10% +$596K 3.52% 6
2021
Q4 		$6.07M Buy
166,483
+16,043
+11% +$590K 3.33% 8
2021
Q3 		$5.63M Buy
150,440
+5,869
+4% +$218K 3.09% 9
2021
Q2 		$5.3M Sell
144,571
-10,838
-7% -$402K 3.03% 9
2021
Q1 		$5.71M Buy
155,409
+39,026
+34% +$1.37M 3.36% 6
2020
Q4 		$4.05M Buy
116,383
+13,168
+13% +$415K 2.54% 11
2020
Q3 		$2.96M Buy
103,215
+76,800
+291% +$2.24M 2.07% 13
2020
Q2 		$769K Buy
+26,415
New +$691K 0.55% 39
2020
Q1 		– Sell
-215,572
Closed -$6.76M – 77
2019
Q4 		$6.76M Buy
215,572
+91,800
+74% +$2.8M 4.86% 6
2019
Q3 		$3.65M Buy
123,772
+112,761
+1,024% +$3.27M 2.97% 8
2019
Q2 		$326K Buy
+11,011
New +$324K 0.28% 35

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valtinson Bruner Financial Planning's SPDW Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.8% in Q1 2026, buying an estimated $952K and bringing the position to 227,987 shares worth $10.4M. The position accounts for 2.86% of the portfolio, ranked #11.

Valtinson Bruner Financial Planning first reported a position in SPDW in Q2 2019 and has held it in 27 quarters since. The position peaked at $11.1M in Q1 2025. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Valtinson Bruner Financial Planning held 227,987 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.4M as of Q1 2026.
  • Valtinson Bruner Financial Planning bought 20,281 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $952K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.86% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #11 holding.
  • Valtinson Bruner Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 27 quarters since.
  • Valtinson Bruner Financial Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $11.1M in Q1 2025.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.