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

Empirical Asset 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	$307K	Buy	6,728 +380	+6%	+$17.8K	0.08%	287
2025 Q4	$282K	Buy	6,348 +14	+0.2%	+$612	0.08%	272
2025 Q3	$271K	Buy	6,334 +1,353	+27%	+$56.1K	0.08%	306
2025 Q2	$202K	Sell	4,981 -1,618	-25%	-$62K	0.06%	305
2025 Q1	$240K	Sell	6,599 -109,069	-94%	-$3.94M	0.08%	281
2024 Q4	$222K	Buy	+115,668	New	+$4.14M	0.07%	291
2024 Q3	–	Sell	-5,729	Closed	-$201K	–	353
2024 Q2	$201K	Buy	+5,729	New	+$204K	0.08%	307

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

Empirical Asset Management's SPDW Position: Q1 2026 in Review

Empirical Asset Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6% in Q1 2026, buying an estimated $17.8K and bringing the position to 6,728 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #287.

Empirical Asset Management first reported a position in SPDW in Q2 2024 and has held it in 7 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Empirical Asset Management held 6,728 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $307K as of Q1 2026.
Empirical Asset Management bought 380 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $17.8K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Empirical Asset Management's portfolio in Q1 2026, its #287 holding.
Empirical Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 7 quarters since.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.