XFP
SPDW icon

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

Xena 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 		$10.6M Buy
210,482
+2,931
+1% +$145K 10.18% 2
2026
Q1 		$9.48M Buy
207,551
+274
+0.1% +$12.9K 10.7% 3
2025
Q4 		$9.21M Buy
+207,277
New +$9.06M 10.81% 3

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

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

Xena Financial Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.4% in Q2 2026, buying an estimated $145K and bringing the position to 210,482 shares worth $10.6M. The position accounts for 10.18% of the portfolio, ranked #2.

Xena Financial Planning first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 1,224 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Xena Financial Planning held 210,482 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.6M as of Q2 2026.
  • Xena Financial Planning bought 2,931 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $145K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 10.18% of Xena Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Xena Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,224 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.