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

CarsonAllaria Wealth Management’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
Q2 		$207K Buy
+4,101
New +$203K 0.09% 70
2025
Q3 		– Sell
-3,862
Closed -$156K – 296
2025
Q2 		$156K Buy
3,862
+1,613
+72% +$61.8K 0.08% 79
2025
Q1 		$81.9K Buy
2,249
+344
+18% +$12.4K 0.05% 112
2024
Q4 		$65K Buy
1,905
+1,202
+171% +$43K 0.04% 119
2024
Q3 		$26.4K Buy
703
+16
+2% +$578 0.02% 184
2024
Q2 		$24.1K Buy
687
+40
+6% +$1.42K 0.01% 179
2024
Q1 		$23.2K Buy
647
+240
+59% +$8.24K 0.01% 184
2023
Q4 		$13.9K Buy
407
+20
+5% +$635 0.01% 194
2023
Q3 		$12K Buy
387
+14
+4% +$452 0.01% 195
2023
Q2 		$12.2K Buy
373
+61
+20% +$1.99K 0.01% 207
2023
Q1 		$10K Sell
312
-38
-11% -$1.2K 0.01% 215
2022
Q4 		$10K Sell
350
-225
-39% -$6.46K 0.01% 192
2022
Q3 		$15K Buy
575
+148
+35% +$4.27K 0.01% 164
2022
Q2 		$12K Buy
427
+266
+165% +$8.42K 0.01% 176
2022
Q1 		$6K Buy
161
+4
+3% +$139 0.01% 235
2021
Q4 		$6K Buy
+157
New +$5.78K 0.01% 254

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CarsonAllaria Wealth Management's SPDW Position: Q2 2026 in Review

CarsonAllaria Wealth Management opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 4,101 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #70 among its holdings. This is a return to the name: CarsonAllaria Wealth Management previously reported a position in SPDW as recently as Q2 2025.

CarsonAllaria Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 16 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • CarsonAllaria Wealth Management held 4,101 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $207K as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new CarsonAllaria Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #70 holding.
  • CarsonAllaria Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.