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

Cardiff Park 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	$607K	Hold	13,300	–	–	0.05%	160
2025 Q4	$591K	Buy	13,300 +367	+3%	+$16K	0.05%	158
2025 Q3	$553K	Hold	12,933	–	–	0.04%	170
2025 Q2	$524K	Buy	12,933 +18	+0.1%	+$690	0.05%	162
2025 Q1	$470K	Hold	12,915	–	–	0.05%	169
2024 Q4	$441K	Buy	12,915 +15	+0.1%	+$537	0.04%	174
2024 Q3	$485K	Buy	12,900 +494	+4%	+$17.8K	0.04%	163
2024 Q2	$435K	Buy	12,406 +9	+0.1%	+$320	0.04%	168
2024 Q1	$444K	Hold	12,397	–	–	0.04%	172
2023 Q4	$422K	Buy	12,397 +553	+5%	+$17.6K	0.05%	161
2023 Q3	$367K	Hold	11,844	–	–	0.05%	162
2023 Q2	$385K	Hold	11,844	–	–	0.05%	170
2023 Q1	$380K	Hold	11,844	–	–	0.05%	163
2022 Q4	$352K	Hold	11,844	–	–	0.05%	178
2022 Q3	$306K	Hold	11,844	–	–	0.05%	183
2022 Q2	$342K	Hold	11,844	–	–	0.05%	178
2022 Q1	$406K	Hold	11,844	–	–	0.06%	163
2021 Q4	$432K	Buy	+11,844	New	+$436K	0.06%	154

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cardiff Park Advisors's SPDW Position: Q1 2026 in Review

Cardiff Park Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 13,300 shares worth $607K. The position accounts for 0.05% of the portfolio, ranked #160.

Cardiff Park Advisors first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Cardiff Park Advisors held 13,300 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $607K as of Q1 2026.
Cardiff Park Advisors left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Cardiff Park Advisors's portfolio in Q1 2026, its #160 holding.
Cardiff Park Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 18 quarters since.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.