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

Darwin 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	$5.1K	Hold	111	–	–	﹤0.01%	414
2025 Q4	$4.96K	Hold	111	–	–	﹤0.01%	446
2025 Q3	$4.77K	Sell	111 -6	-5%	-$249	﹤0.01%	431
2025 Q2	$4.76K	Sell	117 -12	-9%	-$460	﹤0.01%	419
2025 Q1	$4.41K	Hold	129	–	–	﹤0.01%	449
2024 Q4	$4.41K	Hold	129	–	–	﹤0.01%	449
2024 Q3	$4.85K	Buy	+129	New	+$4.66K	﹤0.01%	456
2020 Q2	–	Sell	-3,704	Closed	-$88K	–	673
2020 Q1	$88K	Sell	3,704 -3,667	-50%	-$105K	0.03%	186
2019 Q4	$231K	Sell	7,371 -2,390	-24%	-$72.8K	0.06%	141
2019 Q3	$287K	Sell	9,761 -680	-7%	-$19.7K	0.08%	125
2019 Q2	$309K	Sell	10,441 -1,223	-10%	-$36K	0.1%	121
2019 Q1	$341K	Buy	+11,664	New	+$332K	0.11%	113
2018 Q4	–	Sell	-28,594	Closed	-$866K	–	122
2018 Q3	$866K	Sell	28,594 -2,759	-9%	-$84.3K	0.48%	44
2018 Q2	$932K	Buy	31,353 +8,725	+39%	+$276K	0.61%	41
2018 Q1	$711K	Buy	22,628 +9,294	+70%	+$298K	0.51%	42
2017 Q4	$423K	Buy	+13,334	New	+$416K	0.18%	105

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

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

Darwin Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 111 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Darwin Wealth Management first reported a position in SPDW in Q4 2017 and has held it in 16 quarters since. The position peaked at $932K in Q2 2018. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Darwin Wealth Management held 111 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.1K as of Q1 2026.
Darwin Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #414 holding.
Darwin Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 16 quarters since.
Darwin Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $932K in Q2 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 Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.