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

Abound 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 Q1	$15.3M	Sell	334,411 -29,676	-8%	-$1.39M	6.67%	6
2025 Q4	$16.2M	Sell	364,087 -21,668	-6%	-$947K	6.26%	6
2025 Q3	$16.5M	Buy	385,755 +9,316	+2%	+$386K	6.6%	4
2025 Q2	$15.2M	Buy	376,439 +4,690	+1%	+$180K	6.71%	5
2025 Q1	$13.5M	Buy	371,749 +1,734	+0.5%	+$62.7K	6.85%	5
2024 Q4	$12.6M	Buy	+370,015	New	+$13.2M	6.4%	5

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Abound Financial's SPDW Position: Q1 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.2% in Q1 2026, selling an estimated $1.39M and leaving 334,411 shares worth $15.3M. The position accounts for 6.67% of the portfolio, ranked #6.

Abound Financial first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.5M in Q3 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Abound Financial held 334,411 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $15.3M as of Q1 2026.
Abound Financial sold 29,676 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.39M.
State Street SPDR Portfolio Developed World ex-US ETF made up 6.67% of Abound Financial's portfolio in Q1 2026, its #6 holding.
Abound Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
Abound Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $16.5M in Q3 2025.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.