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

Vested 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 		$7.62M Buy
151,131
+993
+0.7% +$49.2K 5.12% 6
2026
Q1 		$6.85M Buy
150,138
+12,393
+9% +$582K 5.22% 6
2025
Q4 		$6.12M Buy
137,745
+8,584
+7% +$375K 4.71% 7
2025
Q3 		$5.53M Buy
129,161
+964
+0.8% +$39.9K 4.48% 7
2025
Q2 		$5.19M Sell
128,197
-2,351
-2% -$90.1K 4.62% 7
2025
Q1 		$4.75M Buy
130,548
+258
+0.2% +$9.32K 4.75% 6
2024
Q4 		$4.45M Buy
+130,290
New +$4.67M 4.21% 6

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

Vested Financial Planning's SPDW Position: Q2 2026 in Review

Vested Financial Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.66% in Q2 2026, buying an estimated $49.2K and bringing the position to 151,131 shares worth $7.62M. The position accounts for 5.12% of the portfolio, ranked #6.

Vested Financial Planning first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 1,232 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Vested Financial Planning held 151,131 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.62M as of Q2 2026.
  • Vested Financial Planning bought 993 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $49.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 5.12% of Vested Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Vested Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.