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

Coppell Advisory Solutions’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	–	Sell	-11,034	Closed	-$492K	–	299
2025 Q4	$492K	Sell	11,034 -28,810	-72%	-$1.26M	0.05%	251
2025 Q3	$1.7M	Sell	39,844 -11,936	-23%	-$495K	0.18%	123
2025 Q2	$2.09M	Buy	51,780 +45,211	+688%	+$1.73M	0.25%	77
2025 Q1	$249K	Sell	6,569 -5,166	-44%	-$187K	0.03%	287
2024 Q4	$401K	Buy	11,735 +1,590	+16%	+$56.9K	0.06%	188
2024 Q3	$383K	Sell	10,145 -3,155	-24%	-$114K	0.06%	195
2024 Q2	$467K	Buy	+13,300	New	+$473K	0.08%	159
2023 Q4	$856K	Buy	+25,156	New	+$799K	0.17%	121

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

Coppell Advisory Solutions's SPDW Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 11,034 shares — an estimated $492K sold.

Coppell Advisory Solutions first reported a position in SPDW in Q4 2023 and held it in 8 quarters. The position peaked at $2.09M in Q2 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 11,034 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $492K.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and held it in 8 quarters.
Coppell Advisory Solutions's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.09M in Q2 2025.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.