EWS
SPDW icon

Evergreen Wealth Solutions’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Evergreen Wealth Solutions’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 		$850K Sell
18,625
-605
-3% -$28.4K 0.06% 180
2025
Q4 		$854K Buy
19,230
+1,181
+7% +$51.6K 0.12% 88
2025
Q3 		$772K Buy
+18,049
New +$748K 0.44% 45

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

Evergreen Wealth Solutions's SPDW Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.1% in Q1 2026, selling an estimated $28.4K and leaving 18,625 shares worth $850K. The position accounts for 0.06% of the portfolio, ranked #180.

Evergreen Wealth Solutions first reported a position in SPDW in Q3 2025 and has held it in 3 quarters since. The position peaked at $854K in Q4 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Evergreen Wealth Solutions held 18,625 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $850K as of Q1 2026.
  • Evergreen Wealth Solutions sold 605 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $28.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #180 holding.
  • Evergreen Wealth Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $854K in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.