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Atria Investments’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Atria Investments’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 		$19.1M Buy
418,854
+22,202
+6% +$1.04M 0.21% 81
2025
Q4 		$17.6M Sell
396,652
-10,477
-3% -$458K 0.2% 94
2025
Q3 		$17.4M Sell
407,129
-63,351
-13% -$2.63M 0.2% 95
2025
Q2 		$19M Buy
470,480
+66,231
+16% +$2.54M 0.23% 87
2025
Q1 		$14.7M Sell
404,249
-113,366
-22% -$4.1M 0.19% 112
2024
Q4 		$17.7M Buy
517,615
+17,643
+4% +$632K 0.22% 88
2024
Q3 		$18.8M Buy
499,972
+35,768
+8% +$1.29M 0.23% 80
2024
Q2 		$16.3M Buy
464,204
+53,197
+13% +$1.89M 0.21% 92
2024
Q1 		$14.7M Buy
411,007
+16,397
+4% +$563K 0.2% 107
2023
Q4 		$13.4M Sell
394,610
-28,906
-7% -$918K 0.21% 109
2023
Q3 		$13.1M Buy
423,516
+39,232
+10% +$1.27M 0.23% 88
2023
Q2 		$12.5M Sell
384,284
-258,362
-40% -$8.43M 0.23% 93
2023
Q1 		$20.6M Buy
+642,646
New +$20.3M 0.39% 50
2022
Q1 		– Sell
-655,964
Closed -$23.9M – 921
2021
Q4 		$23.9M Buy
655,964
+327,306
+100% +$12M 0.43% 47
2021
Q3 		$11.9M Buy
328,658
+5,691
+2% +$211K 0.22% 105
2021
Q2 		$11.9M Buy
322,967
+52,458
+19% +$1.95M 0.23% 101
2021
Q1 		$9.56M Buy
+270,509
New +$9.48M 0.21% 110
2020
Q3 		– Sell
-62,690
Closed -$1.73M – 599
2020
Q2 		$1.73M Buy
62,690
+954
+2% +$25K 0.06% 351
2020
Q1 		$1.48M Sell
61,736
-2,649
-4% -$75.8K 0.11% 169
2019
Q4 		$2.02M Buy
64,385
+1,062
+2% +$32.3K 0.05% 306
2019
Q3 		$1.86M Buy
63,323
+819
+1% +$23.8K 0.07% 249
2019
Q2 		$1.74M Sell
62,504
-29,798
-32% -$878K 0.06% 255
2019
Q1 		$2.7M Buy
92,302
+7,213
+8% +$205K 0.11% 164
2018
Q4 		$2.25M Buy
85,089
+3,674
+5% +$104K 0.1% 162
2018
Q3 		$2.5M Buy
81,415
+12,032
+17% +$367K 0.1% 184
2018
Q2 		$2.11M Buy
69,383
+29,732
+75% +$940K 0.09% 225
2018
Q1 		$1.25M Buy
+39,651
New +$1.27M 0.06% 302

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

Atria Investments's SPDW Position: Q1 2026 in Review

Atria Investments increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.6% in Q1 2026, buying an estimated $1.04M and bringing the position to 418,854 shares worth $19.1M. The position accounts for 0.21% of the portfolio, ranked #81.

Atria Investments first reported a position in SPDW in Q1 2018 and has held it in 27 quarters since. The position peaked at $23.9M in Q4 2021. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Atria Investments held 418,854 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $19.1M as of Q1 2026.
  • Atria Investments bought 22,202 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.04M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Atria Investments's portfolio in Q1 2026, its #81 holding.
  • Atria Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 27 quarters since.
  • Atria Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $23.9M in Q4 2021.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.