EH
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Equitable Holdings’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Equitable Holdings’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 		$121M Buy
2,716,598
+131,178
+5% +$6.16M 0.78% 21
2025
Q4 		$115M Buy
2,585,420
+220,957
+9% +$9.66M 0.79% 22
2025
Q3 		$101M Buy
2,364,463
+71,531
+3% +$2.96M 0.74% 21
2025
Q2 		$92.8M Sell
2,292,932
-36,330
-2% -$1.39M 0.77% 22
2025
Q1 		$84.8M Sell
2,329,262
-401,010
-15% -$14.5M 0.81% 20
2024
Q4 		$93.2M Sell
2,730,272
-163,756
-6% -$5.86M 0.89% 19
2024
Q3 		$109M Buy
2,894,028
+126,678
+5% +$4.57M 1.05% 16
2024
Q2 		$97.1M Buy
2,767,350
+330,846
+14% +$11.8M 1.02% 18
2024
Q1 		$87.3M Buy
2,436,504
+188,235
+8% +$6.47M 0.98% 19
2023
Q4 		$76.5M Buy
2,248,269
+91,810
+4% +$2.91M 0.94% 19
2023
Q3 		$66.9M Sell
2,156,459
-490,321
-19% -$15.8M 0.96% 21
2023
Q2 		$86.1M Buy
2,646,780
+877,509
+50% +$28.6M 1.24% 14
2023
Q1 		$56.8M Buy
1,769,271
+617,058
+54% +$19.5M 0.91% 22
2022
Q4 		$34.2M Buy
1,152,213
+646,631
+128% +$18.6M 0.6% 39
2022
Q3 		$13M Buy
505,582
+17,910
+4% +$516K 0.25% 80
2022
Q2 		$14.1M Buy
487,672
+63,795
+15% +$2.02M 0.27% 75
2022
Q1 		$14.5M Sell
423,877
-50,167
-11% -$1.74M 0.24% 79
2021
Q4 		$17.3M Buy
474,044
+75,190
+19% +$2.77M 0.27% 66
2021
Q3 		$14.4M Buy
398,854
+4,632
+1% +$172K 0.25% 70
2021
Q2 		$14.5M Buy
394,222
+5,120
+1% +$190K 0.25% 64
2021
Q1 		$13.8M Buy
389,102
+23,611
+6% +$828K 0.29% 61
2020
Q4 		$12.3M Buy
365,491
+2,201
+0.6% +$69.4K 0.28% 64
2020
Q3 		$10.6M Sell
363,290
-35,329
-9% -$1.03M 0.27% 65
2020
Q2 		$11M Sell
398,619
-519
-0.1% -$13.6K 0.32% 62
2020
Q1 		$9.56M Buy
399,138
+1,038
+0.3% +$29.7K 0.34% 58
2019
Q4 		$12.5M Buy
+398,100
New +$12.1M 0.36% 53

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

Equitable Holdings's SPDW Position: Q1 2026 in Review

Equitable Holdings increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.1% in Q1 2026, buying an estimated $6.16M and bringing the position to 2,716,598 shares worth $121M. The position accounts for 0.78% of the portfolio, ranked #21.

Equitable Holdings first reported a position in SPDW in Q4 2019 and has held it in 26 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Equitable Holdings held 2,716,598 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $121M as of Q1 2026.
  • Equitable Holdings bought 131,178 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $6.16M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.78% of Equitable Holdings's portfolio in Q1 2026, its #21 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 26 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 Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.