Curi RMB Capital’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Curi RMB Capital’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	$524K	Buy	11,483 +43	+0.4%	+$2.02K	0.01%	589
2025 Q4	$508K	Buy	11,440 +6,687	+141%	+$292K	0.01%	603
2025 Q3	$203K	Buy	+4,753	New	+$197K	﹤0.01%	680
2024 Q4	–	Sell	-26,340	Closed	-$989K	–	555
2024 Q3	$989K	Hold	26,340	–	–	0.02%	338
2024 Q2	$924K	Hold	26,340	–	–	0.02%	336
2024 Q1	$944K	Buy	26,340 +486	+2%	+$16.7K	0.02%	353
2023 Q4	$879K	Hold	25,854	–	–	0.03%	309
2023 Q3	$802K	Hold	25,854	–	–	0.03%	304
2023 Q2	$841K	Sell	25,854 -377	-1%	-$12.3K	0.03%	308
2023 Q1	$843K	Hold	26,231	–	–	0.03%	301
2022 Q4	$779K	Buy	26,231 +377	+1%	+$10.8K	0.03%	306
2022 Q3	$667K	Buy	+25,854	New	+$745K	0.02%	326

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

Curi RMB Capital's SPDW Position: Q1 2026 in Review

Curi RMB Capital increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.38% in Q1 2026, buying an estimated $2.02K and bringing the position to 11,483 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #589.

Curi RMB Capital first reported a position in SPDW in Q3 2022 and has held it in 12 quarters since. The position peaked at $989K in Q3 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Curi RMB Capital held 11,483 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $524K as of Q1 2026.
Curi RMB Capital bought 43 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.02K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #589 holding.
Curi RMB Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 12 quarters since.
Curi RMB Capital's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $989K in Q3 2024.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.