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Estate Planners Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Estate Planners Group’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 		– Sell
-277
Closed -$12.3K – 362
2025
Q4 		$12.3K Buy
+277
New +$12.1K 0.01% 259

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Estate Planners Group's SPDW Position: Q1 2026 in Review

Estate Planners Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 277 shares — an estimated $12.3K sold.

Estate Planners Group first reported a position in SPDW in Q4 2025 and held it in 1 quarter. The position peaked at $12.3K in Q4 2025. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Estate Planners Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 277 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $12.3K.
  • Estate Planners Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $12.3K in Q4 2025.
  • 1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.