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Brown Financial Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Brown Financial 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 		$5.08M Sell
111,193
-2,709
-2% -$127K 1.92% 9
2025
Q4 		$5.06M Sell
113,902
-764
-0.7% -$33.4K 1.85% 10
2025
Q3 		$4.91M Sell
114,666
-3,162
-3% -$131K 1.81% 11
2025
Q2 		$4.77M Sell
117,828
-3,950
-3% -$151K 1.86% 9
2025
Q1 		$4.43M Sell
121,778
-102,247
-46% -$3.69M 1.83% 11
2024
Q4 		$7.65M Buy
224,025
+9,111
+4% +$326K 3.07% 5
2024
Q3 		$8.07M Buy
214,914
+11,964
+6% +$432K 3.32% 3
2024
Q2 		$7.12M Buy
+202,950
New +$7.22M 3.18% 2

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

Brown Financial Advisors's SPDW Position: Q1 2026 in Review

Brown Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.4% in Q1 2026, selling an estimated $127K and leaving 111,193 shares worth $5.08M. The position accounts for 1.92% of the portfolio, ranked #9.

Brown Financial Advisors first reported a position in SPDW in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.07M in Q3 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Brown Financial Advisors held 111,193 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.08M as of Q1 2026.
  • Brown Financial Advisors sold 2,709 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $127K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.92% of Brown Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • Brown Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 8 quarters since.
  • Brown Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.07M in Q3 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 Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.