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

Capital Planning 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 		$2.24M Buy
49,088
+4,068
+9% +$191K 0.32% 53
2025
Q4 		$2M Buy
45,020
+1,625
+4% +$71K 0.27% 61
2025
Q3 		$1.86M Buy
43,395
+1,141
+3% +$47.3K 0.26% 64
2025
Q2 		$1.71M Buy
42,254
+2,788
+7% +$107K 0.25% 63
2025
Q1 		$1.44M Buy
39,466
+3,025
+8% +$109K 0.22% 65
2024
Q4 		$1.24M Buy
36,441
+5,902
+19% +$211K 0.19% 72
2024
Q3 		$1.15M Buy
30,539
+3,538
+13% +$128K 0.17% 70
2024
Q2 		$947K Buy
27,001
+8,103
+43% +$288K 0.16% 76
2024
Q1 		$677K Buy
18,898
+2,645
+16% +$90.9K 0.12% 86
2023
Q4 		$553K Buy
+16,253
New +$516K 0.1% 95
2020
Q3 		– Sell
-13,559
Closed -$375K – 131
2020
Q2 		$375K Buy
13,559
+4,860
+56% +$127K 0.11% 99
2020
Q1 		$208K Sell
8,699
-512
-6% -$14.7K 0.08% 107
2019
Q4 		$289K Buy
9,211
+258
+3% +$7.86K 0.08% 107
2019
Q3 		$263K Buy
+8,953
New +$260K 0.08% 106

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 Planning Advisors's SPDW Position: Q1 2026 in Review

Capital Planning Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9% in Q1 2026, buying an estimated $191K and bringing the position to 49,088 shares worth $2.24M. The position accounts for 0.32% of the portfolio, ranked #53.

Capital Planning Advisors first reported a position in SPDW in Q3 2019 and has held it in 14 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Capital Planning Advisors held 49,088 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.24M as of Q1 2026.
  • Capital Planning Advisors bought 4,068 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $191K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.32% of Capital Planning Advisors's portfolio in Q1 2026, its #53 holding.
  • Capital Planning Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 14 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.