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

Creative Planning’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
2024
Q3 		– Sell
-500
Closed -$1.3K – 3299
2024
Q2 		$1.3K Buy
+500
New +$17.8K ﹤0.01% 3053

Other funds holding SPDW

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's SPDW Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.9% in Q1 2026, buying an estimated $408M and bringing the position to 133,821,065 shares worth $6.11B. The position accounts for 4.14% of the portfolio, ranked #4.

Creative Planning first reported a position in SPDW in Q2 2014 and has held it in 47 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Creative Planning held 133,821,065 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.11B as of Q1 2026.
  • Creative Planning bought 8,686,628 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $408M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.14% of Creative Planning's portfolio in Q1 2026, its #4 holding.
  • Creative Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2014 and has held it in 47 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.