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

CSM Advisors’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 		$7.44M Sell
162,925
-24,100
-13% -$1.13M 0.18% 132
2025
Q4 		$8.31M Buy
187,025
+17,592
+10% +$769K 0.23% 93
2025
Q3 		$7.25M Buy
169,433
+72,855
+75% +$3.02M 0.2% 109
2025
Q2 		$3.91M Sell
96,578
-385,272
-80% -$14.8M 0.11% 213
2025
Q1 		$17.5M Hold
481,850
– – 0.96% 24
2024
Q4 		$16.4M Buy
481,850
+239,200
+99% +$8.56M 0.77% 32
2024
Q3 		$9.11M Hold
242,650
– – 0.59% 56
2024
Q2 		$8.51M Hold
242,650
– – 0.6% 54
2024
Q1 		$8.7M Sell
242,650
-24,100
-9% -$828K 0.57% 58
2023
Q4 		$9.07M Buy
+266,750
New +$8.47M 0.65% 47
2023
Q3 		– Sell
-145,743
Closed -$4.74M – 144
2023
Q2 		$4.74M Sell
145,743
-10,723
-7% -$350K 0.36% 74
2023
Q1 		$5.03M Buy
+156,466
New +$4.94M 0.43% 66
2022
Q1 		– Sell
-315,639
Closed -$11.5M – 150
2021
Q4 		$11.5M Sell
315,639
-2,000
-0.6% -$73.6K 0.76% 44
2021
Q3 		$11.5M Hold
317,639
– – 0.85% 37
2021
Q2 		$11.7M Buy
+317,639
New +$11.8M 0.77% 39

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 $424B AUM 22.94% 1-Year Est. Return

CSM Advisors's SPDW Position: Q1 2026 in Review

CSM Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 13% in Q1 2026, selling an estimated $1.13M and leaving 162,925 shares worth $7.44M. The position accounts for 0.18% of the portfolio, ranked #132.

CSM Advisors first reported a position in SPDW in Q2 2021 and has held it in 15 quarters since. The position peaked at $17.5M in Q1 2025. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • CSM Advisors held 162,925 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.44M as of Q1 2026.
  • CSM Advisors sold 24,100 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.13M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of CSM Advisors's portfolio in Q1 2026, its #132 holding.
  • CSM Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 15 quarters since.
  • CSM Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $17.5M in Q1 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 CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.