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

Edgestream Partners’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 		$226K Sell
4,949
-2,348
-32% -$110K 0.01% 842
2025
Q4 		$324K Sell
7,297
-74
-1% -$3.23K 0.01% 878
2025
Q3 		$315K Buy
+7,371
New +$305K 0.01% 797
2025
Q1 		– Sell
-12,249
Closed -$418K – 1046
2024
Q4 		$418K Buy
+12,249
New +$439K 0.02% 714

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

Edgestream Partners's SPDW Position: Q1 2026 in Review

Edgestream Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 32% in Q1 2026, selling an estimated $110K and leaving 4,949 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #842.

Edgestream Partners first reported a position in SPDW in Q4 2024 and has held it in 4 quarters since. The position peaked at $418K in Q4 2024. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Edgestream Partners held 4,949 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $226K as of Q1 2026.
  • Edgestream Partners sold 2,348 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $110K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #842 holding.
  • Edgestream Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 4 quarters since.
  • Edgestream Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $418K in Q4 2024.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.