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Creative Financial Designs’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Creative Financial Designs’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 		$940K Buy
20,591
+2,670
+15% +$125K 0.06% 229
2025
Q4 		$796K Buy
17,921
+2,509
+16% +$110K 0.05% 262
2025
Q3 		$659K Buy
15,412
+7,031
+84% +$291K 0.04% 291
2025
Q2 		$339K Buy
8,381
+2,326
+38% +$89.2K 0.02% 375
2025
Q1 		$220K Buy
6,055
+4,819
+390% +$174K 0.02% 416
2024
Q4 		$42.2K Sell
1,236
-1,025
-45% -$36.7K ﹤0.01% 843
2024
Q3 		$84.9K Buy
2,261
+42
+2% +$1.52K 0.01% 637
2024
Q2 		$77.8K Buy
2,219
+483
+28% +$17.2K 0.01% 644
2024
Q1 		$62.2K Sell
1,736
-815
-32% -$28K 0.01% 677
2023
Q4 		$86.7K Sell
2,551
-6,063
-70% -$192K 0.01% 563
2023
Q3 		$267K Sell
8,614
-1,440
-14% -$46.5K 0.03% 292
2023
Q2 		$327K Buy
10,054
+72
+0.7% +$2.35K 0.04% 265
2023
Q1 		$321K Sell
9,982
-24,259
-71% -$766K 0.04% 264
2022
Q4 		$1.02M Buy
34,241
+12,416
+57% +$356K 0.15% 126
2022
Q3 		$563K Buy
21,825
+1,778
+9% +$51.3K 0.09% 174
2022
Q2 		$578K Buy
20,047
+2,119
+12% +$67.1K 0.09% 169
2022
Q1 		$615K Buy
17,928
+1,865
+12% +$64.7K 0.09% 173
2021
Q4 		$586K Buy
16,063
+676
+4% +$24.9K 0.09% 175
2021
Q3 		$557K Buy
15,387
+3,835
+33% +$142K 0.09% 168
2021
Q2 		$425K Buy
+11,552
New +$429K 0.07% 197

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

Creative Financial Designs's SPDW Position: Q1 2026 in Review

Creative Financial Designs increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 15% in Q1 2026, buying an estimated $125K and bringing the position to 20,591 shares worth $940K. The position accounts for 0.06% of the portfolio, ranked #229.

Creative Financial Designs first reported a position in SPDW in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q4 2022. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Creative Financial Designs held 20,591 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $940K as of Q1 2026.
  • Creative Financial Designs bought 2,670 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $125K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Creative Financial Designs's portfolio in Q1 2026, its #229 holding.
  • Creative Financial Designs first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 20 quarters since.
  • Creative Financial Designs's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.02M in Q4 2022.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.