AWMG
SPDW icon

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

Alliance Wealth Management 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 		$3.91M Sell
85,744
-1,547
-2% -$72.6K 0.86% 30
2025
Q4 		$3.88M Sell
87,291
-3,345
-4% -$146K 0.85% 30
2025
Q3 		$3.88M Sell
90,636
-7,396
-8% -$306K 0.86% 32
2025
Q2 		$3.97M Sell
98,032
-2,728
-3% -$105K 1.01% 30
2025
Q1 		$3.67M Buy
100,760
+2,279
+2% +$82.4K 0.99% 30
2024
Q4 		$3.36M Sell
98,481
-3,368
-3% -$121K 0.9% 30
2024
Q3 		$3.83M Buy
101,849
+3,817
+4% +$138K 1.02% 29
2024
Q2 		$3.44M Sell
98,032
-1,375
-1% -$48.9K 0.98% 29
2024
Q1 		$3.56M Sell
99,407
-3,026
-3% -$104K 1.05% 28
2023
Q4 		$3.48M Buy
+102,433
New +$3.25M 1.09% 27
2023
Q2 		$3.62M Sell
111,332
-4,246
-4% -$139K 1.18% 25
2023
Q1 		$3.71M Sell
115,578
-8,250
-7% -$260K 1.26% 25
2022
Q4 		$3.68M Buy
123,828
+4,549
+4% +$131K 1.34% 23
2022
Q3 		$3.08M Buy
119,279
+6,860
+6% +$198K 1.2% 24
2022
Q2 		$3.24M Buy
112,419
+1,804
+2% +$57.1K 1.2% 23
2022
Q1 		$3.79M Buy
110,615
+1,544
+1% +$53.6K 1.23% 21
2021
Q4 		$3.98M Buy
109,071
+1,909
+2% +$70.2K 1.23% 21
2021
Q3 		$3.88M Buy
107,162
+1,974
+2% +$73.3K 1.26% 21
2021
Q2 		$3.87M Sell
105,188
-7,989
-7% -$296K 1.29% 20
2021
Q1 		$4M Sell
113,177
-12,834
-10% -$450K 1.51% 18
2020
Q4 		$4.25M Sell
126,011
-8,021
-6% -$253K 1.68% 16
2020
Q3 		$3.92M Sell
134,032
-10,713
-7% -$313K 1.68% 17
2020
Q2 		$4M Buy
144,745
+20,380
+16% +$533K 1.83% 17
2020
Q1 		$2.98M Buy
124,365
+9,002
+8% +$258K 1.59% 18
2019
Q4 		$3.62M Buy
115,363
+1,032
+0.9% +$31.4K 1.61% 16
2019
Q3 		$3.36M Buy
114,331
+6,871
+6% +$199K 1.61% 16
2019
Q2 		$3.18M Sell
107,460
-12,439
-10% -$366K 1.56% 17
2019
Q1 		$3.5M Buy
119,899
+8,330
+7% +$237K 1.86% 16
2018
Q4 		$2.95M Buy
111,569
+359
+0.3% +$10.1K 1.76% 17
2018
Q3 		$3.42M Buy
111,210
+979
+0.9% +$29.9K 1.87% 17
2018
Q2 		$3.35M Buy
110,231
+5,255
+5% +$166K 1.94% 16
2018
Q1 		$3.3M Sell
104,976
-922
-0.9% -$29.6K 1.55% 19
2017
Q4 		$3.36M Buy
+105,898
New +$3.3M 1.66% 19

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

Alliance Wealth Management Group's SPDW Position: Q1 2026 in Review

Alliance Wealth Management Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.8% in Q1 2026, selling an estimated $72.6K and leaving 85,744 shares worth $3.91M. The position accounts for 0.86% of the portfolio, ranked #30.

Alliance Wealth Management Group first reported a position in SPDW in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.25M in Q4 2020. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Alliance Wealth Management Group held 85,744 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.91M as of Q1 2026.
  • Alliance Wealth Management Group sold 1,547 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $72.6K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.86% of Alliance Wealth Management Group's portfolio in Q1 2026, its #30 holding.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 33 quarters since.
  • Alliance Wealth Management Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.25M in Q4 2020.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.