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

Collaborative 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
Q1 		$13.3M Buy
291,410
+47,571
+20% +$2.23M 6.11% 4
2025
Q4 		$10.8M Buy
243,839
+29,756
+14% +$1.3M 3.82% 3
2025
Q3 		$9.16M Buy
214,083
+24,772
+13% +$1.03M 3.71% 4
2025
Q2 		$7.67M Buy
189,311
+23,982
+15% +$919K 3.34% 6
2025
Q1 		$6.02M Buy
165,329
+2,023
+1% +$73.1K 2.82% 11
2024
Q4 		$5.57M Buy
163,306
+9,368
+6% +$335K 2.53% 13
2024
Q3 		$5.78M Buy
153,938
+7,817
+5% +$282K 2.61% 12
2024
Q2 		$5.13M Buy
146,121
+6,282
+4% +$223K 2.51% 12
2024
Q1 		$5.01M Buy
139,839
+8,807
+7% +$303K 2.51% 11
2023
Q4 		$4.46M Buy
131,032
+5,511
+4% +$175K 2.41% 12
2023
Q3 		$3.89M Buy
125,521
+10,581
+9% +$342K 2.32% 12
2023
Q2 		$3.74M Buy
114,940
+946
+0.8% +$30.9K 2.22% 11
2023
Q1 		$3.66M Buy
113,994
+31,094
+38% +$981K 2.31% 11
2022
Q4 		$2.46M Sell
82,900
-3,116
-4% -$89.4K 1.62% 14
2022
Q3 		$2.22M Buy
86,016
+17,466
+25% +$504K 1.57% 15
2022
Q2 		$1.98M Buy
+68,550
New +$2.17M 1.3% 18
2021
Q4 		$2.02M Buy
+55,356
New +$2.04M 1.11% 22
2021
Q1 		$2.08M Buy
+60,596
New +$2.12M 1.2% 19

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

Collaborative Wealth Management's SPDW Position: Q1 2026 in Review

Collaborative Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 20% in Q1 2026, buying an estimated $2.23M and bringing the position to 291,410 shares worth $13.3M. The position accounts for 6.11% of the portfolio, ranked #4.

Collaborative Wealth Management first reported a position in SPDW in Q1 2021 and has held it in 18 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Collaborative Wealth Management held 291,410 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.3M as of Q1 2026.
  • Collaborative Wealth Management bought 47,571 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.23M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.11% of Collaborative Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Collaborative Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 18 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.