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

Byrne Financial Freedom’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 		$3.39M Buy
74,339
+22,744
+44% +$1.07M 1.62% 21
2025
Q4 		$2.29M Sell
51,595
-664
-1% -$29K 1.05% 26
2025
Q3 		$2.24M Buy
52,259
+42,770
+451% +$1.77M 1.11% 25
2025
Q2 		$384K Buy
9,489
+526
+6% +$20.2K 0.19% 67
2025
Q1 		$326K Sell
8,963
-72,127
-89% -$2.61M 0.19% 66
2024
Q4 		$2.77M Buy
+81,090
New +$2.9M 1.23% 27

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

Byrne Financial Freedom's SPDW Position: Q1 2026 in Review

Byrne Financial Freedom increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 44% in Q1 2026, buying an estimated $1.07M and bringing the position to 74,339 shares worth $3.39M. The position accounts for 1.62% of the portfolio, ranked #21.

Byrne Financial Freedom first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Byrne Financial Freedom held 74,339 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.39M as of Q1 2026.
  • Byrne Financial Freedom bought 22,744 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.07M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.62% of Byrne Financial Freedom's portfolio in Q1 2026, its #21 holding.
  • Byrne Financial Freedom first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 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 Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.