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

Zhang Financial’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 		$3.18M Buy
63,122
+522
+0.8% +$25.9K 0.09% 104
2026
Q1 		$2.86M Buy
62,600
+13,551
+28% +$636K 0.1% 99
2025
Q4 		$2.18M Sell
49,049
-478
-1% -$20.9K 0.08% 113
2025
Q3 		$2.12M Buy
49,527
+3,439
+7% +$143K 0.09% 115
2025
Q2 		$1.87M Sell
46,088
-7,662
-14% -$294K 0.09% 118
2025
Q1 		$1.96M Buy
53,750
+21,538
+67% +$778K 0.1% 109
2024
Q4 		$1.1M Sell
32,212
-1,253
-4% -$44.9K 0.06% 144
2024
Q3 		$1.26M Buy
33,465
+5,462
+20% +$197K 0.08% 132
2024
Q2 		$982K Buy
28,003
+581
+2% +$20.7K 0.07% 139
2024
Q1 		$983K Buy
27,422
+4,331
+19% +$149K 0.07% 144
2023
Q4 		$785K Buy
+23,091
New +$733K 0.07% 147

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

Zhang Financial's SPDW Position: Q2 2026 in Review

Zhang Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.83% in Q2 2026, buying an estimated $25.9K and bringing the position to 63,122 shares worth $3.18M. The position accounts for 0.09% of the portfolio, ranked #104.

Zhang Financial first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Zhang Financial held 63,122 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.18M as of Q2 2026.
  • Zhang Financial bought 522 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $25.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of Zhang Financial's portfolio in Q2 2026, its #104 holding.
  • Zhang Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.