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

Catalyst 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 		$605K Buy
13,255
+3,043
+30% +$143K 0.07% 168
2025
Q4 		$454K Buy
10,212
+3,543
+53% +$155K 0.05% 192
2025
Q3 		$285K Sell
6,669
-193
-3% -$8K 0.03% 242
2025
Q2 		$278K Hold
6,862
– – 0.03% 243
2025
Q1 		$250K Sell
6,862
-2,216
-24% -$80.1K 0.05% 238
2024
Q4 		$310K Buy
+9,078
New +$325K 0.06% 205

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

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

Catalyst Financial Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 30% in Q1 2026, buying an estimated $143K and bringing the position to 13,255 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #168.

Catalyst Financial Partners first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Catalyst Financial Partners held 13,255 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $605K as of Q1 2026.
  • Catalyst Financial Partners bought 3,043 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $143K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Catalyst Financial Partners's portfolio in Q1 2026, its #168 holding.
  • Catalyst Financial Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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