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

Atlas Private 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 		$27M Sell
590,506
-2,435
-0.4% -$114K 6.35% 2
2025
Q4 		$26.3M Buy
592,941
+45,896
+8% +$2.01M 6.15% 2
2025
Q3 		$23.4M Sell
547,045
-385,825
-41% -$16M 5.73% 2
2025
Q2 		$37.8M Sell
932,870
-63,107
-6% -$2.42M 4.86% 2
2025
Q1 		$36.3M Buy
995,977
+141,650
+17% +$5.12M 5.05% 3
2024
Q4 		$29.2M Sell
854,327
-17,225
-2% -$617K 4.13% 6
2024
Q3 		$32.7M Sell
871,552
-263,110
-23% -$9.5M 4.75% 7
2024
Q2 		$39.8M Buy
1,134,662
+587,753
+107% +$20.9M 6.47% 5
2024
Q1 		$19.6M Sell
546,909
-308,685
-36% -$10.6M 6.55% 4
2023
Q4 		$29.1M Buy
855,594
+322,599
+61% +$10.2M 5.41% 6
2023
Q3 		$16.5M Buy
532,995
+57,011
+12% +$1.84M 3.12% 10
2023
Q2 		$15.5M Buy
475,984
+253,360
+114% +$8.27M 3.14% 9
2023
Q1 		$7.15M Buy
222,624
+32,478
+17% +$1.03M 3.3% 9
2022
Q4 		$5.65M Buy
190,146
+36,337
+24% +$1.04M 3.01% 9
2022
Q3 		$3.97M Buy
153,809
+24,660
+19% +$711K 2.38% 10
2022
Q2 		$3.73M Sell
129,149
-4,123
-3% -$131K 2.23% 12
2022
Q1 		$4.57M Buy
133,272
+74,011
+125% +$2.57M 2.03% 14
2021
Q4 		$2.16M Buy
59,261
+47,764
+415% +$1.76M 1% 29
2021
Q3 		$416K Buy
+11,497
New +$427K 0.22% 93

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

Atlas Private Wealth Advisors's SPDW Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.41% in Q1 2026, selling an estimated $114K and leaving 590,506 shares worth $27M. The position accounts for 6.35% of the portfolio, ranked #2.

Atlas Private Wealth Advisors first reported a position in SPDW in Q3 2021 and has held it in 19 quarters since. The position peaked at $39.8M in Q2 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Atlas Private Wealth Advisors held 590,506 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $27M as of Q1 2026.
  • Atlas Private Wealth Advisors sold 2,435 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $114K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.35% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2021 and has held it in 19 quarters since.
  • Atlas Private Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $39.8M in Q2 2024.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.