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Continuum Advisory’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Continuum Advisory’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 		$6.3M Sell
138,090
-13,499
-9% -$633K 0.6% 32
2025
Q4 		$6.73M Sell
151,589
-15,033
-9% -$657K 0.67% 30
2025
Q3 		$7.13M Buy
166,622
+462
+0.3% +$19.1K 0.75% 27
2025
Q2 		$6.73M Sell
166,160
-2,014
-1% -$77.2K 0.81% 22
2025
Q1 		$6.12M Sell
168,174
-2,053
-1% -$74.2K 0.79% 24
2024
Q4 		$5.81M Buy
170,227
+15,385
+10% +$551K 0.74% 25
2024
Q3 		$5.43M Sell
154,842
-1,769
-1% -$63.9K 0.69% 27
2024
Q2 		$5.49M Buy
156,611
+9,107
+6% +$324K 0.79% 23
2024
Q1 		$5.3M Sell
147,504
-14,196
-9% -$488K 0.79% 23
2023
Q4 		$5.5M Sell
161,700
-11,718
-7% -$372K 0.78% 21
2023
Q3 		$5.38M Sell
173,418
-5,255
-3% -$170K 0.86% 20
2023
Q2 		$5.81M Sell
178,673
-9,451
-5% -$308K 0.92% 17
2023
Q1 		$6.04M Sell
188,124
-3,225
-2% -$102K 1.03% 17
2022
Q4 		$5.68M Sell
191,349
-24,684
-11% -$708K 1.03% 15
2022
Q3 		$5.57M Buy
216,033
+26,650
+14% +$768K 0.98% 19
2022
Q2 		$5.46M Buy
189,383
+14,208
+8% +$450K 0.99% 18
2022
Q1 		$5.58M Buy
175,175
+9,591
+6% +$333K 1.06% 16
2021
Q4 		$6.04M Buy
165,584
+5,889
+4% +$217K 1.36% 12
2021
Q3 		$5.78M Buy
159,695
+3,683
+2% +$137K 1.55% 10
2021
Q2 		$5.74M Buy
156,012
+13,286
+9% +$493K 1.78% 9
2021
Q1 		$5.25M Buy
142,726
+252
+0.2% +$8.83K 2.19% 7
2020
Q4 		$4.81M Sell
142,474
-4,419
-3% -$139K 2.19% 7
2020
Q3 		$4.33M Buy
146,893
+2,153
+1% +$62.9K 2.37% 8
2020
Q2 		$4.01M Sell
144,740
-38,028
-21% -$995K 2.52% 7
2020
Q1 		$4.18M Sell
182,768
-3,505
-2% -$100K 2.82% 9
2019
Q4 		$5.84M Buy
186,273
+9,241
+5% +$281K 3.39% 7
2019
Q3 		$5.15M Buy
177,032
+16,091
+10% +$467K 3.45% 7
2019
Q2 		$4.79M Buy
160,941
+34,927
+28% +$1.03M 3.29% 8
2019
Q1 		$3.73M Buy
126,014
+34,673
+38% +$988K 2.79% 7
2018
Q4 		$2.42M Sell
91,341
-28,167
-24% -$794K 1.77% 11
2018
Q3 		$3.69M Buy
119,508
+54,042
+83% +$1.65M 2.45% 8
2018
Q2 		$1.99M Buy
65,466
+19,558
+43% +$618K 1.46% 18
2018
Q1 		$1.44M Buy
+45,908
New +$1.47M 1.21% 22

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

Continuum Advisory's SPDW Position: Q1 2026 in Review

Continuum Advisory reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.9% in Q1 2026, selling an estimated $633K and leaving 138,090 shares worth $6.3M. The position accounts for 0.6% of the portfolio, ranked #32.

Continuum Advisory first reported a position in SPDW in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.13M in Q3 2025. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Continuum Advisory held 138,090 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.3M as of Q1 2026.
  • Continuum Advisory sold 13,499 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $633K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.6% of Continuum Advisory's portfolio in Q1 2026, its #32 holding.
  • Continuum Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 33 quarters since.
  • Continuum Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.13M in Q3 2025.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.