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Aviance Capital Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Aviance Capital Partners’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 		$274K Hold
6,011
– – 0.03% 323
2025
Q4 		$267K Hold
6,011
– – 0.03% 319
2025
Q3 		$257K Hold
6,011
– – 0.03% 318
2025
Q2 		$243K Hold
6,011
– – 0.03% 307
2025
Q1 		$219K Buy
+6,011
New +$217K 0.03% 312

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

Aviance Capital Partners's SPDW Position: Q1 2026 in Review

Aviance Capital Partners held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 6,011 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #323.

Aviance Capital Partners first reported a position in SPDW in Q1 2025 and has held it in 5 quarters since. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Aviance Capital Partners held 6,011 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $274K as of Q1 2026.
  • Aviance Capital Partners left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Aviance Capital Partners's portfolio in Q1 2026, its #323 holding.
  • Aviance Capital Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.