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

Cornerstone 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 		$15.3M Buy
336,054
+46,770
+16% +$2.19M 0.77% 24
2025
Q4 		$12.8M Buy
289,284
+23,086
+9% +$1.01M 0.67% 27
2025
Q3 		$11.4M Buy
266,198
+11,542
+5% +$478K 0.63% 29
2025
Q2 		$10.3M Buy
254,656
+17,260
+7% +$662K 0.63% 33
2025
Q1 		$8.64M Buy
237,396
+8,953
+4% +$324K 0.59% 38
2024
Q4 		$7.8M Buy
228,443
+28,122
+14% +$1.01M 0.53% 41
2024
Q3 		$7.52M Buy
200,321
+17,032
+9% +$615K 0.53% 44
2024
Q2 		$6.43M Buy
183,289
+15,585
+9% +$554K 0.49% 46
2024
Q1 		$6.01M Buy
167,704
+11,025
+7% +$379K 0.49% 48
2023
Q4 		$5.33M Sell
156,679
-34,644
-18% -$1.1M 0.46% 51
2023
Q3 		$5.93M Sell
191,323
-99,139
-34% -$3.2M 0.56% 40
2023
Q2 		$9.45M Buy
290,462
+12,047
+4% +$393K 0.84% 24
2023
Q1 		$8.94M Buy
+278,415
New +$8.79M 0.88% 24
2022
Q3 		$8.52M Buy
330,054
+86,159
+35% +$2.48M 0.95% 22
2022
Q2 		$7.03M Buy
243,895
+17,481
+8% +$553K 0.78% 27
2022
Q1 		$7.76M Sell
226,414
-24,916
-10% -$865K 0.75% 28
2021
Q4 		$9.16M Buy
251,330
+21,389
+9% +$787K 0.87% 22
2021
Q3 		$8.33M Buy
229,941
+40,402
+21% +$1.5M 0.89% 23
2021
Q2 		$6.97M Buy
189,539
+41,918
+28% +$1.55M 0.73% 25
2021
Q1 		$5.22M Buy
147,621
+6,134
+4% +$215K 0.62% 28
2020
Q4 		$4.78M Buy
141,487
+7,694
+6% +$242K 0.6% 30
2020
Q3 		$3.92M Buy
133,793
+15,524
+13% +$453K 0.58% 31
2020
Q2 		$3.27M Buy
118,269
+3,064
+3% +$80.2K 0.53% 32
2020
Q1 		$2.76M Buy
115,205
+94,038
+444% +$2.69M 0.53% 37
2019
Q4 		$664K Buy
21,167
+7,527
+55% +$229K 0.11% 176
2019
Q3 		$400K Sell
13,640
-570
-4% -$16.5K 0.07% 236
2019
Q2 		$420K Buy
14,210
+161
+1% +$4.74K 0.08% 234
2019
Q1 		$978K Buy
14,049
+1,309
+10% +$37.3K 0.12% 183
2018
Q4 		$335K Sell
12,740
-508,275
-98% -$14.3M 0.07% 248
2018
Q3 		$17M Buy
521,015
+14,138
+3% +$432K 0.21% 111
2018
Q2 		$16.9M Buy
506,877
+490,026
+2,908% +$15.5M 0.19% 127
2018
Q1 		$522K Sell
16,851
-170
-1% -$5.46K 0.1% 206
2017
Q4 		$554K Hold
17,021
– – 0.1% 196
2017
Q3 		$519K Sell
17,021
-2,749
-14% -$82.1K 0.11% 195
2017
Q2 		$575K Hold
19,770
– – 0.13% 158
2017
Q1 		$548K Buy
19,770
+46
+0.2% +$1.24K 0.14% 151
2016
Q4 		$510K Hold
19,724
– – 0.16% 127
2016
Q3 		$519K Buy
+19,724
New +$512K 0.19% 111

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

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

Cornerstone Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 16% in Q1 2026, buying an estimated $2.19M and bringing the position to 336,054 shares worth $15.3M. The position accounts for 0.77% of the portfolio, ranked #24.

Cornerstone Wealth Management first reported a position in SPDW in Q3 2016 and has held it in 38 quarters since. The position peaked at $17M in Q3 2018. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Cornerstone Wealth Management held 336,054 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $15.3M as of Q1 2026.
  • Cornerstone Wealth Management bought 46,770 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.19M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.77% of Cornerstone Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $17M in Q3 2018.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.