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

DHJJ Financial 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	$4.35K	Hold	95	–	–	﹤0.01%	672
2025 Q4	$4.23K	Buy	95 +1	+1%	+$44	﹤0.01%	649
2025 Q3	$4.01K	Hold	94	–	–	﹤0.01%	638
2025 Q2	$3.79K	Buy	94 +2	+2%	+$77	﹤0.01%	635
2025 Q1	$3.35K	Hold	92	–	–	﹤0.01%	601
2024 Q4	$3.15K	Buy	92 +1	+1%	+$36	﹤0.01%	584
2024 Q3	$3.41K	Hold	91	–	–	﹤0.01%	566
2024 Q2	$3.19K	Buy	91 +2	+2%	+$71	﹤0.01%	529
2024 Q1	$3.2K	Hold	89	–	–	﹤0.01%	525
2023 Q4	$3.04K	Buy	89 +1	+1%	+$32	﹤0.01%	521
2023 Q3	$2.74K	Buy	+88	New	+$2.84K	﹤0.01%	524

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

DHJJ Financial Advisors's SPDW Position: Q1 2026 in Review

DHJJ Financial Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 95 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

DHJJ Financial Advisors first reported a position in SPDW in Q3 2023 and has held it in 11 quarters since. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

DHJJ Financial Advisors held 95 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.35K as of Q1 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q1 2026, its #672 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 11 quarters since.
1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.