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

AE Wealth 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 		$11.2M Buy
244,583
+12,403
+5% +$582K 0.06% 283
2025
Q4 		$10.3M Buy
232,180
+29,031
+14% +$1.27M 0.06% 279
2025
Q3 		$8.69M Buy
203,149
+52,730
+35% +$2.19M 0.06% 290
2025
Q2 		$6.09M Sell
150,419
-69,327
-32% -$2.66M 0.04% 328
2025
Q1 		$8M Buy
219,746
+54,412
+33% +$1.97M 0.07% 269
2024
Q4 		$5.64M Buy
165,334
+20,983
+15% +$751K 0.05% 322
2024
Q3 		$5.42M Sell
144,351
-37,655
-21% -$1.36M 0.05% 318
2024
Q2 		$6.38M Buy
182,006
+40,828
+29% +$1.45M 0.06% 283
2024
Q1 		$5.06M Sell
141,178
-695,344
-83% -$23.9M 0.06% 296
2023
Q4 		$28.2M Buy
836,522
+78,920
+10% +$2.51M 0.14% 157
2023
Q3 		$23.5M Buy
757,602
+28,667
+4% +$926K 0.14% 168
2023
Q2 		$23.7M Buy
728,935
+28,954
+4% +$945K 0.14% 166
2023
Q1 		$22.5M Buy
699,981
+84,940
+14% +$2.68M 0.14% 164
2022
Q4 		$18.3M Buy
615,041
+194,581
+46% +$5.58M 0.13% 186
2022
Q3 		$10.8M Buy
420,460
+12,257
+3% +$353K 0.09% 246
2022
Q2 		$11.8M Buy
408,203
+20,276
+5% +$642K 0.09% 240
2022
Q1 		$13.3M Sell
387,927
-35,887
-8% -$1.25M 0.09% 232
2021
Q4 		$15.5M Buy
423,814
+181,381
+75% +$6.67M 0.11% 193
2021
Q3 		$8.78M Buy
242,433
+49,812
+26% +$1.85M 0.07% 257
2021
Q2 		$7.09M Buy
192,621
+53,200
+38% +$1.97M 0.06% 286
2021
Q1 		$4.93M Buy
139,421
+36,621
+36% +$1.28M 0.05% 314
2020
Q4 		$3.47M Sell
102,800
-15,256
-13% -$481K 0.04% 346
2020
Q3 		$3.45M Sell
118,056
-36,491
-24% -$1.07M 0.05% 301
2020
Q2 		$4.27M Sell
154,547
-31,788
-17% -$832K 0.07% 246
2020
Q1 		$4.46M Buy
186,335
+7,635
+4% +$219K 0.1% 181
2019
Q4 		$5.6M Buy
178,700
+71,367
+66% +$2.17M 0.12% 160
2019
Q3 		$3.15M Buy
107,333
+63,070
+142% +$1.83M 0.09% 199
2019
Q2 		$1.31M Buy
44,263
+3,005
+7% +$88.5K 0.04% 330
2019
Q1 		$1.21M Sell
41,258
-21,760
-35% -$620K 0.08% 195
2018
Q4 		$1.67M Sell
63,018
-64,522
-51% -$1.82M 0.29% 93
2018
Q3 		$3.92M Buy
127,540
+12,142
+11% +$371K 0.22% 82
2018
Q2 		$3.51M Buy
115,398
+46,086
+66% +$1.46M 0.24% 63
2018
Q1 		$2.18M Buy
69,312
+36,717
+113% +$1.18M 0.17% 86
2017
Q4 		$1.03M Buy
32,595
+16,829
+107% +$525K 0.09% 161
2017
Q3 		$484K Sell
15,766
-20,341
-56% -$607K 0.04% 237
2017
Q2 		$1.05M Buy
+36,107
New +$1.04M 0.13% 138

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

AE Wealth Management's SPDW Position: Q1 2026 in Review

AE Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.3% in Q1 2026, buying an estimated $582K and bringing the position to 244,583 shares worth $11.2M. The position accounts for 0.06% of the portfolio, ranked #283.

AE Wealth Management first reported a position in SPDW in Q2 2017 and has held it in 36 quarters since. The position peaked at $28.2M in Q4 2023. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • AE Wealth Management held 244,583 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11.2M as of Q1 2026.
  • AE Wealth Management bought 12,403 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $582K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of AE Wealth Management's portfolio in Q1 2026, its #283 holding.
  • AE Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2017 and has held it in 36 quarters since.
  • AE Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $28.2M in Q4 2023.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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