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

Arkadios Wealth Advisors’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	$2.3M	Buy	50,430 +33,477	+197%	+$1.57M	0.04%	454
2025 Q4	$753K	Buy	+16,953	New	+$741K	0.01%	830
2022 Q3	–	Sell	-7,266	Closed	-$210K	–	569
2022 Q2	$210K	Hold	7,266	–	–	0.03%	496
2022 Q1	$249K	Buy	7,266 +1,249	+21%	+$43.3K	0.03%	473
2021 Q4	$219K	Buy	6,017 +4,756	+377%	+$175K	0.03%	527
2021 Q3	$45K	Buy	1,261 +169	+15%	+$6.28K	0.01%	912
2021 Q2	$40K	Buy	1,092 +553	+103%	+$20.5K	﹤0.01%	1004
2021 Q1	$19K	Buy	539 +84	+18%	+$2.94K	﹤0.01%	988
2020 Q4	$15K	Buy	455 +438	+2,576%	+$13.8K	﹤0.01%	848
2020 Q3	$506	Hold	17	–	–	﹤0.01%	982
2020 Q2	$483	Buy	+17	New	+$445	﹤0.01%	911

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's SPDW Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 197% in Q1 2026, buying an estimated $1.57M and bringing the position to 50,430 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #454.

Arkadios Wealth Advisors first reported a position in SPDW in Q2 2020 and has held it in 11 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Arkadios Wealth Advisors held 50,430 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.3M as of Q1 2026.
Arkadios Wealth Advisors bought 33,477 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.57M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #454 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and has held it in 11 quarters since.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.