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

Canvas Wealth 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	–	Sell	-15,565	Closed	-$691K	–	255
2025 Q4	$691K	Hold	15,565	–	–	0.12%	89
2025 Q3	$678K	Hold	15,565	–	–	0.12%	88
2025 Q2	$632K	Buy	15,565 +2,626	+20%	+$101K	0.12%	94
2025 Q1	$477K	Buy	12,939 +397	+3%	+$14.3K	0.12%	103
2024 Q4	$428K	Sell	12,542 -500	-4%	-$17.9K	0.11%	105
2024 Q3	$490K	Sell	13,042 -350	-3%	-$12.6K	0.14%	92
2024 Q2	$477K	Hold	13,392	–	–	0.15%	83
2024 Q1	$458K	Hold	13,392	–	–	0.15%	79
2023 Q4	$453K	Sell	13,392 -20	-0.1%	-$635	0.16%	75
2023 Q3	$401K	Sell	13,412 -1,850	-12%	-$59.7K	0.16%	74
2023 Q2	$508K	Buy	15,262 +346	+2%	+$11.3K	0.19%	68
2023 Q1	$490K	Sell	14,916 -333	-2%	-$10.5K	0.21%	71
2022 Q4	$485K	Hold	15,249	–	–	0.2%	78
2022 Q3	$420K	Hold	15,249	–	–	0.18%	78
2022 Q2	$440K	Hold	15,249	–	–	0.18%	79
2022 Q1	$489K	Sell	15,249 -450	-3%	-$15.6K	0.18%	91
2021 Q4	$573K	Hold	15,699	–	–	0.21%	85
2021 Q3	$568K	Hold	15,699	–	–	0.23%	74
2021 Q2	$578K	Hold	15,699	–	–	0.26%	69
2021 Q1	$568K	Buy	+15,699	New	+$550K	0.33%	67

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Canvas Wealth Advisors's SPDW Position: Q1 2026 in Review

Canvas Wealth Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 15,565 shares — an estimated $691K sold.

Canvas Wealth Advisors first reported a position in SPDW in Q1 2021 and held it in 20 quarters. The position peaked at $691K in Q4 2025. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Canvas Wealth Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
Canvas Wealth Advisors sold 15,565 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $691K.
Canvas Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and held it in 20 quarters.
Canvas Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $691K in Q4 2025.
1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Canvas Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.