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

Delap Wealth Advisory’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	$7.08M	Sell	155,186 -870	-0.6%	-$40.8K	2.67%	12
2025 Q4	$6.93M	Sell	156,056 -6,720	-4%	-$294K	2.68%	11
2025 Q3	$7.02M	Sell	162,776 -355	-0.2%	-$14.7K	2.96%	10
2025 Q2	$6.61M	Buy	163,131 +80,662	+98%	+$3.09M	3.17%	10
2025 Q1	$3M	Sell	82,469 -4,179	-5%	-$151K	1.67%	15
2024 Q4	$2.96M	Sell	86,648 -2,902	-3%	-$104K	1.77%	15
2024 Q3	$3.36M	Sell	89,550 -2,171	-2%	-$78.4K	2.13%	14
2024 Q2	$3.22M	Hold	91,721	–	–	1.48%	16
2024 Q1	$3.29M	Sell	91,721 -91,721	-50%	-$3.15M	1.33%	15
2023 Q4	$6.24M	Buy	183,442 +118,275	+181%	+$3.75M	2.82%	8
2023 Q3	$2.02M	Sell	65,167 -3,559	-5%	-$115K	1.95%	15
2023 Q2	$2.24M	Sell	68,726 -4,244	-6%	-$139K	2.19%	14
2023 Q1	$2.34M	Sell	72,970 -6,020	-8%	-$190K	2.4%	14
2022 Q4	$2.35M	Buy	+78,990	New	+$2.27M	2.45%	13

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

Delap Wealth Advisory's SPDW Position: Q1 2026 in Review

Delap Wealth Advisory reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.56% in Q1 2026, selling an estimated $40.8K and leaving 155,186 shares worth $7.08M. The position accounts for 2.67% of the portfolio, ranked #12.

Delap Wealth Advisory first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Delap Wealth Advisory held 155,186 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.08M as of Q1 2026.
Delap Wealth Advisory sold 870 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $40.8K.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.67% of Delap Wealth Advisory's portfolio in Q1 2026, its #12 holding.
Delap Wealth Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 14 quarters since.
1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.