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

Blueprint Investment 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	$24.7M	Sell	541,704 -213,183	-28%	-$10M	2.52%	10
2025 Q4	$33.5M	Sell	754,887 -39,582	-5%	-$1.73M	3.59%	6
2025 Q3	$34M	Buy	794,469 +46,522	+6%	+$1.93M	4.78%	4
2025 Q2	$30.3M	Buy	747,947 +52,741	+8%	+$2.02M	5.37%	3
2025 Q1	$25.3M	Buy	695,206 +419,282	+152%	+$15.2M	4.62%	4
2024 Q4	$9.42M	Sell	275,924 -681,493	-71%	-$24.4M	1.49%	16
2024 Q3	$36M	Buy	957,417 +12,214	+1%	+$441K	6.52%	3
2024 Q2	$33.2M	Buy	945,203 +71,309	+8%	+$2.54M	7.18%	3
2024 Q1	$31.3M	Buy	873,894 +334,627	+62%	+$11.5M	6.19%	4
2023 Q4	$18.3M	Sell	539,267 -133,537	-20%	-$4.24M	5.05%	3
2023 Q3	$20.9M	Sell	672,804 -75,952	-10%	-$2.45M	6.71%	5
2023 Q2	$24.4M	Buy	748,756 +58,965	+9%	+$1.92M	8.75%	2
2023 Q1	$22.2M	Buy	689,791 +313,779	+83%	+$9.9M	5.06%	2
2022 Q4	$11.2M	Buy	376,012 +246,569	+190%	+$7.08M	2.36%	6
2022 Q3	$3.34M	Buy	129,443 +56,970	+79%	+$1.64M	0.91%	21
2022 Q2	$2.09M	Buy	72,473 +13,330	+23%	+$422K	0.56%	33
2022 Q1	$2.03M	Sell	59,143 -136,677	-70%	-$4.74M	0.52%	48
2021 Q4	$7.14M	Sell	195,820 -34,786	-15%	-$1.28M	1.76%	13
2021 Q3	$8.35M	Sell	230,606 -54,613	-19%	-$2.03M	4.17%	4
2021 Q2	$10.5M	Sell	285,219 -51,478	-15%	-$1.91M	8.39%	3
2021 Q1	$11.9M	Buy	336,697 +336,362	+100,407%	+$11.8M	9.27%	3
2020 Q4	$11.3K	Sell	335 -334,459	-100%	-$10.5M	9.14%	3
2020 Q3	$11.3M	Buy	334,794 +42,067	+14%	+$1.23M	8.92%	3
2020 Q2	$8.09M	Buy	292,727 +169,110	+137%	+$4.43M	5.15%	6
2020 Q1	$2.96M	Sell	123,617 -348,754	-74%	-$9.98M	3.01%	8
2019 Q4	$14.8M	Buy	+472,371	New	+$14.4M	11.76%	2

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blueprint Investment Partners's SPDW Position: Q1 2026 in Review

Blueprint Investment Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 28% in Q1 2026, selling an estimated $10M and leaving 541,704 shares worth $24.7M. The position accounts for 2.52% of the portfolio, ranked #10.

Blueprint Investment Partners first reported a position in SPDW in Q4 2019 and has held it in 26 quarters since. The position peaked at $36M in Q3 2024. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Blueprint Investment Partners held 541,704 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $24.7M as of Q1 2026.
Blueprint Investment Partners sold 213,183 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $10M.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.52% of Blueprint Investment Partners's portfolio in Q1 2026, its #10 holding.
Blueprint Investment Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 26 quarters since.
Blueprint Investment Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $36M in Q3 2024.
1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.