AWM
SPDW icon

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

Apollon 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 		$1.93M Buy
42,295
+216
+0.5% +$10.1K 0.03% 402
2025
Q4 		$1.87M Buy
42,079
+428
+1% +$18.7K 0.03% 383
2025
Q3 		$1.78M Buy
41,651
+311
+0.8% +$12.9K 0.03% 410
2025
Q2 		$1.67M Buy
41,340
+1,083
+3% +$41.5K 0.03% 403
2025
Q1 		$1.47M Sell
40,257
-733
-2% -$26.5K 0.03% 404
2024
Q4 		$1.4M Buy
40,990
+12,794
+45% +$458K 0.03% 414
2024
Q3 		$1.06M Buy
28,196
+156
+0.6% +$5.63K 0.03% 469
2024
Q2 		$984K Sell
28,040
-1,228
-4% -$43.7K 0.03% 473
2024
Q1 		$1.05M Buy
29,268
+286
+1% +$9.82K 0.03% 456
2023
Q4 		$986K Sell
28,982
-3,150
-10% -$100K 0.03% 459
2023
Q3 		$996K Sell
32,132
-6,576
-17% -$212K 0.05% 362
2023
Q2 		$1.26M Buy
38,708
+11,398
+42% +$372K 0.06% 332
2023
Q1 		$877K Buy
27,310
+13,529
+98% +$427K 0.05% 368
2022
Q4 		$409K Buy
13,781
+374
+3% +$10.7K 0.03% 576
2022
Q3 		$346K Sell
13,407
-112
-0.8% -$3.23K 0.03% 555
2022
Q2 		$390K Buy
13,519
+5,501
+69% +$174K 0.03% 493
2022
Q1 		$275K Buy
8,018
+202
+3% +$7.01K 0.02% 609
2021
Q4 		$285K Buy
+7,816
New +$287K 0.02% 592
2020
Q3 		– Sell
-533
Closed -$15K – 614
2020
Q2 		$15K Sell
533
-36,839
-99% -$964K 0.01% 426
2020
Q1 		$895K Sell
37,372
-63,619
-63% -$1.82M 0.92% 29
2019
Q4 		$3.19M Buy
100,991
+7,221
+8% +$220K 2.81% 7
2019
Q3 		$2.75M Buy
93,770
+43,169
+85% +$1.25M 2.89% 6
2019
Q2 		$1.5M Buy
50,601
+7,764
+18% +$229K 1.72% 12
2019
Q1 		$1.25M Buy
+42,837
New +$1.22M 1.65% 15

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

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

Apollon Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.51% in Q1 2026, buying an estimated $10.1K and bringing the position to 42,295 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #402.

Apollon Wealth Management first reported a position in SPDW in Q1 2019 and has held it in 24 quarters since. The position peaked at $3.19M in Q4 2019. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Apollon Wealth Management held 42,295 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.93M as of Q1 2026.
  • Apollon Wealth Management bought 216 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $10.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #402 holding.
  • Apollon Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and has held it in 24 quarters since.
  • Apollon Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.19M in Q4 2019.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.