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

AssuredPartners Investment 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 		$336K Buy
+7,235
New +$339K 0.04% 313
2025
Q4 		– Sell
-5,417
Closed -$232K – 354
2025
Q3 		$232K Sell
5,417
-30
-0.6% -$1.24K 0.05% 243
2025
Q2 		$221K Sell
5,447
-2,032
-27% -$77.9K 0.05% 223
2025
Q1 		$272K Sell
7,479
-649
-8% -$23.5K 0.05% 279
2024
Q4 		$277K Buy
+8,128
New +$291K 0.05% 283

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

AssuredPartners Investment Advisors's SPDW Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026: 7,235 shares worth $336K. The stake represents 0.04% of the portfolio and ranks #313 among its holdings. This is a return to the name: AssuredPartners Investment Advisors previously reported a position in SPDW as recently as Q3 2025.

AssuredPartners Investment Advisors first reported a position in SPDW in Q4 2024 and has held it in 5 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • AssuredPartners Investment Advisors held 7,235 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $336K as of Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #313 holding.
  • AssuredPartners Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.