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

Donaldson Capital 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 		$382K Sell
8,358
-1,075
-11% -$50.4K 0.01% 194
2025
Q4 		$419K Sell
9,433
-3,425
-27% -$150K 0.01% 187
2025
Q3 		$550K Buy
+12,858
New +$533K 0.02% 171

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Donaldson Capital Management's SPDW Position: Q1 2026 in Review

Donaldson Capital Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q1 2026, selling an estimated $50.4K and leaving 8,358 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #194.

Donaldson Capital Management first reported a position in SPDW in Q3 2025 and has held it in 3 quarters since. The position peaked at $550K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Donaldson Capital Management held 8,358 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $382K as of Q1 2026.
  • Donaldson Capital Management sold 1,075 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $50.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Donaldson Capital Management's portfolio in Q1 2026, its #194 holding.
  • Donaldson Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 3 quarters since.
  • Donaldson Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $550K in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.