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

Diligent Investors’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	$7.36M	Sell	161,121 -4,079	-2%	-$191K	1.82%	5
2025 Q4	$7.34M	Sell	165,200 -2,731	-2%	-$119K	1.8%	5
2025 Q3	$7.19M	Sell	167,931 -33,141	-16%	-$1.37M	1.82%	6
2025 Q2	$8.14M	Buy	201,072 +6,722	+3%	+$258K	1.93%	6
2025 Q1	$7.08M	Sell	194,350 -6,626	-3%	-$239K	1.72%	5
2024 Q4	$6.86M	Buy	200,976 +2,033	+1%	+$72.8K	1.57%	7
2024 Q3	$7.47M	Sell	198,943 -1,237	-0.6%	-$44.7K	1.73%	5
2024 Q2	$7.02M	Sell	200,180 -2,662	-1%	-$94.7K	1.74%	5
2024 Q1	$7.27M	Sell	202,842 -1,076	-0.5%	-$37K	1.82%	6
2023 Q4	$6.94M	Sell	203,918 -18,803	-8%	-$597K	1.91%	6
2023 Q3	$6.91M	Sell	222,721 -26,461	-11%	-$855K	2.11%	6
2023 Q2	$8.11M	Sell	249,182 -227	-0.1%	-$7.41K	2.4%	6
2023 Q1	$8.01M	Sell	249,409 -2,316	-0.9%	-$73.1K	2.47%	6
2022 Q4	$7.47M	Sell	251,725 -400	-0.2%	-$11.5K	2.44%	6
2022 Q3	$6.5M	Buy	252,125 +4,815	+2%	+$139K	2.32%	7
2022 Q2	$7.13M	Buy	247,310 +2,189	+0.9%	+$69.3K	2.44%	6
2022 Q1	$8.4M	Buy	245,121 +21,141	+9%	+$734K	2.44%	6
2021 Q4	$8.17M	Buy	223,980 +41,989	+23%	+$1.54M	2.28%	7
2021 Q3	$6.7M	Hold	181,991	–	–	2.28%	8
2021 Q2	$6.7M	Buy	181,991 +28,776	+19%	+$1.07M	2.27%	8
2021 Q1	$5.42M	Buy	153,215 +6,669	+5%	+$234K	1.98%	10
2020 Q4	$4.95M	Buy	146,546 +3,591	+3%	+$113K	1.99%	9
2020 Q3	$4.18M	Buy	142,955 +3,430	+2%	+$100K	1.91%	9
2020 Q2	$3.85M	Buy	139,525 +9,693	+7%	+$254K	1.89%	11
2020 Q1	$3.11M	Buy	129,832 +10,279	+9%	+$294K	1.86%	11
2019 Q4	$3.75M	Buy	119,553 +30,574	+34%	+$931K	1.69%	11
2019 Q3	$2.61M	Buy	88,979 +5,451	+7%	+$158K	1.28%	16
2019 Q2	$2.47M	Buy	+83,528	New	+$2.46M	1.23%	18

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

Diligent Investors's SPDW Position: Q1 2026 in Review

Diligent Investors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.5% in Q1 2026, selling an estimated $191K and leaving 161,121 shares worth $7.36M. The position accounts for 1.82% of the portfolio, ranked #5.

Diligent Investors first reported a position in SPDW in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.4M in Q1 2022. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Diligent Investors held 161,121 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.36M as of Q1 2026.
Diligent Investors sold 4,079 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $191K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.82% of Diligent Investors's portfolio in Q1 2026, its #5 holding.
Diligent Investors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 28 quarters since.
Diligent Investors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.4M in Q1 2022.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.