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

Aspetuck Financial 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	$4.77M	Buy	104,394 +1,314	+1%	+$61.7K	3.27%	8
2025 Q4	$4.58M	Buy	103,080 +1,949	+2%	+$85.2K	3.07%	8
2025 Q3	$4.33M	Buy	101,131 +395	+0.4%	+$16.4K	2.96%	9
2025 Q2	$4.08M	Buy	100,736 +13,537	+16%	+$519K	3.07%	6
2025 Q1	$3.17M	Buy	87,199 +2,219	+3%	+$80.2K	2.73%	11
2024 Q4	$2.9M	Buy	+84,980	New	+$3.04M	2.26%	17

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

Aspetuck Financial Management's SPDW Position: Q1 2026 in Review

Aspetuck Financial Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q1 2026, buying an estimated $61.7K and bringing the position to 104,394 shares worth $4.77M. The position accounts for 3.27% of the portfolio, ranked #8.

Aspetuck Financial Management first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Aspetuck Financial Management held 104,394 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.77M as of Q1 2026.
Aspetuck Financial Management bought 1,314 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $61.7K.
State Street SPDR Portfolio Developed World ex-US ETF made up 3.27% of Aspetuck Financial Management's portfolio in Q1 2026, its #8 holding.
Aspetuck Financial Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 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 Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.