Cascade Financial Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Cascade Financial Partners’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	$13.2M	Buy	289,571 +1,792	+0.6%	+$84.1K	1.36%	16
2025 Q4	$12.8M	Sell	287,779 -2,313	-0.8%	-$101K	1.3%	15
2025 Q3	$12.4M	Sell	290,092 -140	-0%	-$5.8K	1.42%	14
2025 Q2	$11.8M	Buy	290,232 +9,345	+3%	+$358K	1.41%	14
2025 Q1	$10.2M	Buy	280,887 +5,341	+2%	+$193K	1.29%	12
2024 Q4	$9.4M	Buy	275,546 +22,331	+9%	+$800K	1.23%	16
2024 Q3	$9.2M	Sell	253,215 -15	-0%	-$541	1.15%	14
2024 Q2	$8.88M	Buy	253,230 +3,792	+2%	+$135K	1.17%	15
2024 Q1	$8.66M	Buy	+249,438	New	+$8.57M	1.25%	12

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

Cascade Financial Partners's SPDW Position: Q1 2026 in Review

Cascade Financial Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.62% in Q1 2026, buying an estimated $84.1K and bringing the position to 289,571 shares worth $13.2M. The position accounts for 1.36% of the portfolio, ranked #16.

Cascade Financial Partners first reported a position in SPDW in Q1 2024 and has held it in 9 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Cascade Financial Partners held 289,571 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.2M as of Q1 2026.
Cascade Financial Partners bought 1,792 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $84.1K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.36% of Cascade Financial Partners's portfolio in Q1 2026, its #16 holding.
Cascade Financial Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 9 quarters since.
1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.