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Advance Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Advance Capital Management’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 		$460K Sell
10,069
-1,869
-16% -$87.7K 0.02% 110
2025
Q4 		$530K Sell
11,938
-1,638
-12% -$71.6K 0.02% 104
2025
Q3 		$581K Sell
13,576
-169
-1% -$7K 0.03% 98
2025
Q2 		$557K Hold
13,745
– – 0.03% 98
2025
Q1 		$500K Hold
13,745
– – 0.02% 99
2024
Q4 		$469K Sell
13,745
-100
-0.7% -$3.58K 0.02% 95
2024
Q3 		$520K Buy
13,845
+606
+5% +$21.9K 0.02% 90
2024
Q2 		$464K Sell
13,239
-3,035
-19% -$108K 0.02% 92
2024
Q1 		$583K Buy
16,274
+2,170
+15% +$74.5K 0.04% 78
2023
Q4 		$480K Sell
14,104
-1,348
-9% -$42.8K 0.04% 71
2023
Q3 		$479K Buy
15,452
+5,570
+56% +$180K 0.04% 67
2023
Q2 		$322K Sell
9,882
-599
-6% -$19.6K 0.04% 87
2023
Q1 		$337K Sell
10,481
-61
-0.6% -$1.93K 0.06% 75
2022
Q4 		$313K Sell
10,542
-11,149
-51% -$320K 0.04% 75
2022
Q3 		$560K Sell
21,691
-892
-4% -$25.7K 0.07% 41
2022
Q2 		$651K Sell
22,583
-198
-0.9% -$6.27K 0.08% 32
2022
Q1 		$781K Buy
22,781
+9,150
+67% +$317K 0.09% 27
2021
Q4 		$497K Buy
+13,631
New +$501K 0.1% 44

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

Advance Capital Management's SPDW Position: Q1 2026 in Review

Advance Capital Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 16% in Q1 2026, selling an estimated $87.7K and leaving 10,069 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #110.

Advance Capital Management first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. The position peaked at $781K in Q1 2022. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Advance Capital Management held 10,069 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $460K as of Q1 2026.
  • Advance Capital Management sold 1,869 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $87.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Advance Capital Management's portfolio in Q1 2026, its #110 holding.
  • Advance Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $781K in Q1 2022.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.