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

Albion Financial Group’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 		– Sell
-644
Closed -$28.6K – 768
2025
Q4 		$28.6K Buy
+644
New +$28.1K ﹤0.01% 312

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

Albion Financial Group's SPDW Position: Q1 2026 in Review

Albion Financial Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 644 shares — an estimated $28.6K sold.

Albion Financial Group first reported a position in SPDW in Q4 2025 and held it in 1 quarter. The position peaked at $28.6K in Q4 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Albion Financial Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
  • Albion Financial Group sold 644 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $28.6K.
  • Albion Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and held it in 1 quarter.
  • Albion Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $28.6K in Q4 2025.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.