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Advocacy Wealth Management Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Advocacy Wealth Management Services’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 		$94.8M Sell
2,076,370
-23,062
-1% -$1.08M 4.19% 6
2025
Q4 		$93.2M Buy
2,099,432
+101,531
+5% +$4.44M 3.9% 7
2025
Q3 		$85.5M Sell
1,997,901
-24,030
-1% -$996K 3.71% 8
2025
Q2 		$81.9M Sell
2,021,931
-56,414
-3% -$2.16M 5.02% 6
2025
Q1 		$75.7M Sell
2,078,345
-516,699
-20% -$18.7M 5.15% 4
2024
Q4 		$88.6M Sell
2,595,044
-39,994
-2% -$1.43M 6.73% 2
2024
Q3 		$99M Sell
2,635,038
-14,509
-0.5% -$524K 7.77% 2
2024
Q2 		$92.9M Buy
2,649,547
+78,722
+3% +$2.8M 7.67% 2
2024
Q1 		$92.1M Buy
2,570,825
+326,573
+15% +$11.2M 7.92% 2
2023
Q4 		$76.3M Buy
+2,244,252
New +$71.2M 7.25% 3
2022
Q4 		– Sell
-204
Closed -$6K – 117
2022
Q3 		$6K Buy
+204
New +$5.88K ﹤0.01% 105

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

Advocacy Wealth Management Services's SPDW Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.1% in Q1 2026, selling an estimated $1.08M and leaving 2,076,370 shares worth $94.8M. The position accounts for 4.19% of the portfolio, ranked #6.

Advocacy Wealth Management Services first reported a position in SPDW in Q3 2022 and has held it in 11 quarters since. The position peaked at $99M in Q3 2024. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Advocacy Wealth Management Services held 2,076,370 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $94.8M as of Q1 2026.
  • Advocacy Wealth Management Services sold 23,062 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.08M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.19% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #6 holding.
  • Advocacy Wealth Management Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 11 quarters since.
  • Advocacy Wealth Management Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $99M in Q3 2024.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.