CIAS
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Capital Investment Advisory Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Capital Investment Advisory Services’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 		$302K Sell
6,615
-753
-10% -$35.3K 0.02% 512
2025
Q4 		$327K Buy
7,368
+894
+14% +$39.1K 0.02% 483
2025
Q3 		$277K Buy
6,474
+924
+17% +$38.3K 0.02% 493
2025
Q2 		$225K Sell
5,550
-42
-0.8% -$1.61K 0.02% 530
2025
Q1 		$204K Sell
5,592
-819
-13% -$29.6K 0.02% 530
2024
Q4 		$219K Buy
6,411
+742
+13% +$26.6K 0.02% 471
2024
Q3 		$213K Buy
5,669
+53
+0.9% +$1.91K 0.02% 484
2024
Q2 		$197K Hold
5,616
– – 0.02% 493
2024
Q1 		$201K Buy
5,616
+91
+2% +$3.13K 0.02% 487
2023
Q4 		$188K Hold
5,525
– – 0.02% 493
2023
Q3 		$171K Hold
5,525
– – 0.02% 493
2023
Q2 		$180K Sell
5,525
-310
-5% -$10.1K 0.02% 471
2023
Q1 		$187K Sell
5,835
-460
-7% -$14.5K 0.02% 469
2022
Q4 		$187K Sell
6,295
-15
-0.2% -$431 0.02% 469
2022
Q3 		$163K Sell
6,310
-320
-5% -$9.23K 0.02% 454
2022
Q2 		$191K Buy
6,630
+5,333
+411% +$169K 0.02% 455
2022
Q1 		$44K Buy
1,297
+60
+5% +$2.08K ﹤0.01% 637
2021
Q4 		$45K Buy
1,237
+1,117
+931% +$41.1K 0.01% 613
2021
Q3 		$4K Hold
120
– – ﹤0.01% 728
2021
Q2 		$4K Hold
120
– – ﹤0.01% 752
2021
Q1 		$4K Hold
120
– – ﹤0.01% 699
2020
Q4 		$4K Hold
120
– – ﹤0.01% 666
2020
Q3 		$4K Hold
120
– – ﹤0.01% 589
2020
Q2 		$3K Sell
120
-9,937
-99% -$260K ﹤0.01% 538
2020
Q1 		$241K Sell
10,057
-112,161
-92% -$3.21M 0.06% 258
2019
Q4 		$3.83M Buy
122,218
+16,105
+15% +$490K 1.03% 16
2019
Q3 		$3.12M Buy
106,113
+18,341
+21% +$532K 0.87% 17
2019
Q2 		$2.59M Buy
87,772
+14,155
+19% +$417K 0.79% 19
2019
Q1 		$2.15M Buy
73,617
+9,105
+14% +$259K 0.8% 18
2018
Q4 		$1.71M Buy
64,512
+12,421
+24% +$350K 0.73% 23
2018
Q3 		$1.6M Buy
52,091
+9,763
+23% +$298K 0.75% 31
2018
Q2 		$1.29M Buy
42,328
+3,171
+8% +$100K 0.64% 36
2018
Q1 		$1.23M Buy
39,157
+7,310
+23% +$235K 0.69% 31
2017
Q4 		$1.01M Buy
+31,847
New +$993K 0.59% 34

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

Capital Investment Advisory Services's SPDW Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 10% in Q1 2026, selling an estimated $35.3K and leaving 6,615 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #512.

Capital Investment Advisory Services first reported a position in SPDW in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.83M in Q4 2019. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Capital Investment Advisory Services held 6,615 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $302K as of Q1 2026.
  • Capital Investment Advisory Services sold 753 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $35.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q1 2026, its #512 holding.
  • Capital Investment Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 34 quarters since.
  • Capital Investment Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.83M in Q4 2019.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.