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

Coastline Complete Wealth’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 		$663K Buy
14,523
+254
+2% +$11.9K 0.41% 38
2025
Q4 		$634K Buy
+14,269
New +$624K 0.4% 35

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
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 $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Coastline Complete Wealth's SPDW Position: Q1 2026 in Review

Coastline Complete Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.8% in Q1 2026, buying an estimated $11.9K and bringing the position to 14,523 shares worth $663K. The position accounts for 0.41% of the portfolio, ranked #38.

Coastline Complete Wealth first reported a position in SPDW in Q4 2025 and has held it in 2 quarters since. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Coastline Complete Wealth held 14,523 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $663K as of Q1 2026.
  • Coastline Complete Wealth bought 254 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $11.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.41% of Coastline Complete Wealth's portfolio in Q1 2026, its #38 holding.
  • Coastline Complete Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.