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

Caitlin John’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 		$1.29M Sell
28,151
-16,919
-38% -$794K 0.77% 21
2025
Q4 		$2M Sell
45,070
-11,649
-21% -$509K 1.31% 13
2025
Q3 		$2.43M Buy
56,719
+534
+1% +$22.1K 1.69% 7
2025
Q2 		$2.27M Buy
56,185
+29,031
+107% +$1.11M 2.07% 7
2025
Q1 		$989K Buy
27,154
+22,145
+442% +$800K 0.97% 22
2024
Q4 		$171K Buy
5,009
+274
+6% +$9.81K 0.11% 139
2024
Q3 		$166K Sell
4,735
-1,394
-23% -$50.3K 0.1% 142
2024
Q2 		$215K Buy
6,129
+1,368
+29% +$48.7K 0.15% 118
2024
Q1 		$171K Sell
4,761
-1
-0% -$34 0.13% 124
2023
Q4 		$162K Buy
+4,762
New +$151K 0.13% 120

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

Caitlin John's SPDW Position: Q1 2026 in Review

Caitlin John reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 38% in Q1 2026, selling an estimated $794K and leaving 28,151 shares worth $1.29M. The position accounts for 0.77% of the portfolio, ranked #21.

Caitlin John first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.43M in Q3 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Caitlin John held 28,151 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.29M as of Q1 2026.
  • Caitlin John sold 16,919 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $794K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.77% of Caitlin John's portfolio in Q1 2026, its #21 holding.
  • Caitlin John first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
  • Caitlin John's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.43M in Q3 2025.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.