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

ABLE Financial Group’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 		$2.77M Sell
60,648
-422
-0.7% -$19.8K 0.54% 46
2025
Q4 		$2.71M Sell
61,070
-50
-0.1% -$2.19K 0.55% 42
2025
Q3 		$2.62M Sell
61,120
-211
-0.3% -$8.74K 0.57% 41
2025
Q2 		$2.48M Buy
61,331
+923
+2% +$35.4K 0.6% 40
2025
Q1 		$2.2M Sell
60,408
-151
-0.2% -$5.46K 0.62% 35
2024
Q4 		$2.07M Sell
60,559
-2,644
-4% -$94.7K 0.61% 39
2024
Q3 		$2.37M Sell
63,203
-2,214
-3% -$79.9K 0.73% 30
2024
Q2 		$2.29M Buy
65,417
+1,344
+2% +$47.8K 0.83% 27
2024
Q1 		$2.3M Sell
64,073
-175
-0.3% -$6.01K 0.9% 28
2023
Q4 		$2.19M Buy
64,248
+23,848
+59% +$757K 0.94% 26
2023
Q3 		$1.25M Buy
40,400
+6,581
+19% +$213K 0.63% 28
2023
Q2 		$1.1M Buy
33,819
+1,504
+5% +$49.1K 0.57% 37
2023
Q1 		$1.04M Buy
+32,315
New +$1.02M 0.68% 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

ABLE Financial Group's SPDW Position: Q1 2026 in Review

ABLE Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.69% in Q1 2026, selling an estimated $19.8K and leaving 60,648 shares worth $2.77M. The position accounts for 0.54% of the portfolio, ranked #46.

ABLE Financial Group first reported a position in SPDW in Q1 2023 and has held it in 13 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • ABLE Financial Group held 60,648 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.77M as of Q1 2026.
  • ABLE Financial Group sold 422 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $19.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.54% of ABLE Financial Group's portfolio in Q1 2026, its #46 holding.
  • ABLE Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.