Columbia River Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Columbia River Financial Group’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	$2.89M	Buy	63,308 +1,035	+2%	+$48.6K	1.68%	16
2025 Q4	$2.77M	Buy	62,273 +1,700	+3%	+$74.3K	1.7%	16
2025 Q3	$2.65M	Sell	60,573 -8,640	-12%	-$358K	1.64%	16
2025 Q2	$2.79M	Sell	69,213 -6,059	-8%	-$232K	1.81%	16
2025 Q1	$2.74M	Sell	75,272 -1,479	-2%	-$53.4K	1.83%	13
2024 Q4	$2.62M	Buy	+76,751	New	+$2.75M	1.8%	14

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

Columbia River Financial Group's SPDW Position: Q1 2026 in Review

Columbia River Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.7% in Q1 2026, buying an estimated $48.6K and bringing the position to 63,308 shares worth $2.89M. The position accounts for 1.68% of the portfolio, ranked #16.

Columbia River Financial Group first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Columbia River Financial Group held 63,308 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.89M as of Q1 2026.
Columbia River Financial Group bought 1,035 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $48.6K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.68% of Columbia River Financial Group's portfolio in Q1 2026, its #16 holding.
Columbia River Financial Group 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.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.