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

Advisornet 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 		$2.51M Buy
55,084
+1,537
+3% +$72.1K 0.13% 144
2025
Q4 		$2.38M Buy
53,547
+849
+2% +$37.1K 0.13% 149
2025
Q3 		$2.25M Sell
52,698
-3,281
-6% -$136K 0.13% 146
2025
Q2 		$2.27M Sell
55,979
-6,968
-11% -$267K 0.15% 141
2025
Q1 		$2.29M Buy
62,947
+4,604
+8% +$166K 0.17% 140
2024
Q4 		$1.99M Buy
58,343
+15,517
+36% +$556K 0.17% 135
2024
Q3 		$1.61M Buy
42,826
+15,518
+57% +$560K 0.12% 169
2024
Q2 		$958K Buy
27,308
+2,416
+10% +$85.9K 0.09% 211
2024
Q1 		$892K Buy
24,892
+213
+0.9% +$7.32K 0.09% 220
2023
Q4 		$839K Sell
24,679
-242,874
-91% -$7.71M 0.08% 240
2023
Q3 		$8.3M Buy
267,553
+9,067
+4% +$293K 0.75% 30
2023
Q2 		$8.41M Sell
258,486
-4,109
-2% -$134K 0.72% 28
2023
Q1 		$8.43M Buy
262,595
+23,418
+10% +$739K 0.77% 28
2022
Q4 		$7.1M Buy
239,177
+23,915
+11% +$686K 0.7% 32
2022
Q3 		$5.55M Sell
215,262
-11,805
-5% -$340K 0.55% 42
2022
Q2 		$6.55M Buy
227,067
+25,183
+12% +$797K 0.64% 32
2022
Q1 		$6.92M Buy
201,884
+6,085
+3% +$211K 0.43% 49
2021
Q4 		$7.14M Buy
195,799
+4,224
+2% +$155K 0.44% 53
2021
Q3 		$6.94M Sell
191,575
-22,587
-11% -$839K 0.48% 46
2021
Q2 		$7.88M Sell
214,162
-504
-0.2% -$18.7K 0.52% 37
2021
Q1 		$7.59M Buy
214,666
+168,400
+364% +$5.9M 0.54% 37
2020
Q4 		$1.56M Sell
46,266
-34,958
-43% -$1.1M 0.13% 158
2020
Q3 		$2.38M Sell
81,224
-20,962
-21% -$612K 0.2% 113
2020
Q2 		$2.82M Buy
102,186
+852
+0.8% +$22.3K 0.23% 104
2020
Q1 		$2.43M Buy
101,334
+14,908
+17% +$427K 0.22% 100
2019
Q4 		$2.71M Sell
86,426
-1,181
-1% -$36K 0.23% 99
2019
Q3 		$2.57M Buy
87,607
+292
+0.3% +$8.47K 0.24% 98
2019
Q2 		$2.58M Buy
87,315
+432
+0.5% +$12.7K 0.29% 81
2019
Q1 		$2.54M Buy
86,883
+30,953
+55% +$882K 0.31% 72
2018
Q4 		$1.48M Buy
55,930
+7,456
+15% +$210K 0.2% 106
2018
Q3 		$1.49M Buy
48,474
+12,825
+36% +$392K 0.19% 110
2018
Q2 		$1.08M Buy
35,649
+4,120
+13% +$130K 0.15% 135
2018
Q1 		$991K Buy
31,529
+28,858
+1,080% +$926K 0.14% 134
2017
Q4 		$85K Buy
+2,671
New +$83.3K 0.01% 516

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

Advisornet Financial's SPDW Position: Q1 2026 in Review

Advisornet Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.9% in Q1 2026, buying an estimated $72.1K and bringing the position to 55,084 shares worth $2.51M. The position accounts for 0.13% of the portfolio, ranked #144.

Advisornet Financial first reported a position in SPDW in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.43M in Q1 2023. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Advisornet Financial held 55,084 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.51M as of Q1 2026.
  • Advisornet Financial bought 1,537 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $72.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.13% of Advisornet Financial's portfolio in Q1 2026, its #144 holding.
  • Advisornet Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.43M in Q1 2023.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.