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

Evanson 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	$593K	Buy	12,997 +2,762	+27%	+$130K	0.03%	173
2025 Q4	$455K	Hold	10,235	–	–	0.02%	213
2025 Q3	$438K	Hold	10,235	–	–	0.02%	214
2025 Q2	$414K	Hold	10,235	–	–	0.03%	219
2025 Q1	$373K	Hold	10,235	–	–	0.03%	212
2024 Q4	$349K	Sell	10,235 -4,385	-30%	-$157K	0.02%	215
2024 Q3	$549K	Buy	14,620 +109	+0.8%	+$3.94K	0.04%	167
2024 Q2	$509K	Hold	14,511	–	–	0.04%	167
2024 Q1	$520K	Sell	14,511 -1,310	-8%	-$45K	0.04%	177
2023 Q4	$538K	Hold	15,821	–	–	0.04%	165
2023 Q3	$491K	Buy	+15,821	New	+$511K	0.05%	166

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

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

Evanson Asset Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 27% in Q1 2026, buying an estimated $130K and bringing the position to 12,997 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #173.

Evanson Asset Management first reported a position in SPDW in Q3 2023 and has held it in 11 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Evanson Asset Management held 12,997 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $593K as of Q1 2026.
Evanson Asset Management bought 2,762 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $130K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #173 holding.
Evanson Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 11 quarters since.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.