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

BIP Wealth’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 		$6.75M Sell
147,908
-27,962
-16% -$1.31M 0.27% 69
2025
Q4 		$7.81M Sell
175,870
-7,677
-4% -$335K 0.28% 71
2025
Q3 		$7.85M Sell
183,547
-8,017
-4% -$332K 0.39% 48
2025
Q2 		$7.76M Sell
191,564
-6,573
-3% -$252K 0.48% 35
2025
Q1 		$7.21M Sell
198,137
-12,445
-6% -$450K 0.47% 36
2024
Q4 		$7.19M Sell
210,582
-7,758
-4% -$278K 0.48% 35
2024
Q3 		$8.2M Buy
218,340
+20,676
+10% +$746K 0.56% 31
2024
Q2 		$6.93M Sell
197,664
-42,927
-18% -$1.53M 0.57% 29
2024
Q1 		$8.62M Sell
240,591
-16,890
-7% -$580K 0.63% 25
2023
Q4 		$8.76M Buy
257,481
+8,588
+3% +$273K 0.69% 23
2023
Q3 		$7.72M Sell
248,893
-48,438
-16% -$1.56M 0.71% 23
2023
Q2 		$9.68M Sell
297,331
-12,871
-4% -$420K 0.79% 21
2023
Q1 		$9.96M Buy
+310,202
New +$9.79M 1.1% 18

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

BIP Wealth's SPDW Position: Q1 2026 in Review

BIP Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 16% in Q1 2026, selling an estimated $1.31M and leaving 147,908 shares worth $6.75M. The position accounts for 0.27% of the portfolio, ranked #69.

BIP Wealth first reported a position in SPDW in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.96M in Q1 2023. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • BIP Wealth held 147,908 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.75M as of Q1 2026.
  • BIP Wealth sold 27,962 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.31M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.27% of BIP Wealth's portfolio in Q1 2026, its #69 holding.
  • BIP Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $9.96M in Q1 2023.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.