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American Investment Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

American Investment 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 		$3.37M Sell
73,823
-2,349
-3% -$110K 0.75% 34
2025
Q4 		$3.38M Sell
76,172
-3,956
-5% -$173K 0.79% 33
2025
Q3 		$3.43M Sell
80,128
-1,369
-2% -$56.7K 0.82% 31
2025
Q2 		$3.3M Sell
81,497
-6,004
-7% -$230K 0.84% 28
2025
Q1 		$3.19M Sell
87,501
-7,857
-8% -$284K 0.56% 47
2024
Q4 		$3.25M Buy
95,358
+808
+0.9% +$28.9K 0.58% 42
2024
Q3 		$3.55M Sell
94,550
-149
-0.2% -$5.38K 0.59% 42
2024
Q2 		$3.32M Sell
94,699
-2,042
-2% -$72.6K 0.59% 39
2024
Q1 		$3.47M Buy
96,741
+371
+0.4% +$12.7K 0.61% 40
2023
Q4 		$3.28M Sell
96,370
-4,970
-5% -$158K 0.62% 43
2023
Q3 		$3.14M Sell
101,340
-796
-0.8% -$25.7K 0.67% 38
2023
Q2 		$3.32M Sell
102,136
-6,195
-6% -$202K 0.67% 38
2023
Q1 		$3.22M Hold
108,331
– – 0.66% 36
2022
Q4 		$3.22M Sell
108,331
-8,225
-7% -$236K 0.66% 36
2022
Q3 		$3.01M Sell
116,556
-2,213
-2% -$63.8K 0.72% 33
2022
Q2 		$3.42M Buy
118,769
+11,646
+11% +$369K 0.78% 30
2022
Q1 		$3.67M Sell
107,123
-14,522
-12% -$504K 0.81% 29
2021
Q4 		$4.44M Buy
121,645
+806
+0.7% +$29.6K 0.97% 26
2021
Q3 		$4.38M Buy
120,839
+734
+0.6% +$27.3K 0.98% 28
2021
Q2 		$4.42M Sell
120,105
-1,372
-1% -$50.9K 1.02% 26
2021
Q1 		$4.29M Buy
121,477
+23,595
+24% +$827K 1.16% 23
2020
Q4 		$3.3M Buy
97,882
+6,025
+7% +$190K 1% 24
2020
Q3 		$2.69M Buy
91,857
+943
+1% +$27.5K 0.9% 21
2020
Q2 		$2.51M Buy
90,914
+17,272
+23% +$452K 0.88% 21
2020
Q1 		$1.76M Buy
73,642
+16,140
+28% +$462K 0.68% 28
2019
Q4 		$1.8M Buy
57,502
+7,839
+16% +$239K 0.54% 31
2019
Q3 		$1.46M Buy
49,663
+12,165
+32% +$353K 0.46% 33
2019
Q2 		$1.11M Buy
37,498
+3,723
+11% +$110K 0.35% 42
2019
Q1 		$987K Buy
33,775
+6,185
+22% +$176K 0.31% 45
2018
Q4 		$730K Buy
+27,590
New +$778K 0.26% 62

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

American Investment Services's SPDW Position: Q1 2026 in Review

American Investment Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.1% in Q1 2026, selling an estimated $110K and leaving 73,823 shares worth $3.37M. The position accounts for 0.75% of the portfolio, ranked #34.

American Investment Services first reported a position in SPDW in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.44M in Q4 2021. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • American Investment Services held 73,823 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.37M as of Q1 2026.
  • American Investment Services sold 2,349 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $110K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.75% of American Investment Services's portfolio in Q1 2026, its #34 holding.
  • American Investment Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 30 quarters since.
  • American Investment Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.44M in Q4 2021.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.