EFN
SPDW icon

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

Equita Financial Network’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 		$3.46M Sell
75,783
-1,015
-1% -$47.6K 1.09% 18
2025
Q4 		$3.41M Buy
76,798
+28
+0% +$1.22K 1.03% 19
2025
Q3 		$3.28M Sell
76,770
-615
-0.8% -$25.5K 1.11% 18
2025
Q2 		$3.13M Sell
77,385
-394
-0.5% -$15.1K 1.25% 14
2025
Q1 		$2.83M Sell
77,779
-7,095
-8% -$256K 0.99% 23
2024
Q4 		$2.9M Buy
84,874
+5,035
+6% +$180K 1.05% 24
2024
Q3 		$3M Buy
79,839
+4,070
+5% +$147K 1.1% 24
2024
Q2 		$2.66M Sell
75,769
-1,332
-2% -$47.4K 1.11% 25
2024
Q1 		$2.76M Buy
77,101
+736
+1% +$25.3K 1.24% 23
2023
Q4 		$2.6M Buy
+76,365
New +$2.42M 1.38% 24

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

Equita Financial Network's SPDW Position: Q1 2026 in Review

Equita Financial Network reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q1 2026, selling an estimated $47.6K and leaving 75,783 shares worth $3.46M. The position accounts for 1.09% of the portfolio, ranked #18.

Equita Financial Network first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Equita Financial Network held 75,783 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.46M as of Q1 2026.
  • Equita Financial Network sold 1,015 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $47.6K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.09% of Equita Financial Network's portfolio in Q1 2026, its #18 holding.
  • Equita Financial Network first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 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 Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.