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

Planning Strategies 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 		$149K Buy
+2,948
New +$146K 0.09% 82

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Planning Strategies Inc.'s SPDW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 2,948 shares worth $149K. The stake represents 0.09% of the portfolio and ranks #82 among its holdings.

541 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Planning Strategies Inc. held 2,948 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $149K as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of Planning Strategies Inc.'s portfolio in Q2 2026, its #82 holding.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.