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

Evoke Wealth’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	$287K	Sell	6,289 -8,108	-56%	-$380K	0.01%	553
2025 Q4	$639K	Buy	14,397 +252	+2%	+$11K	0.01%	340
2025 Q3	$605K	Hold	14,145	–	–	0.01%	320
2025 Q2	$573K	Hold	14,145	–	–	0.01%	317
2025 Q1	$515K	Hold	14,145	–	–	0.01%	270
2024 Q4	$483K	Buy	+14,145	New	+$506K	0.01%	269

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

Evoke Wealth's SPDW Position: Q1 2026 in Review

Evoke Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 56% in Q1 2026, selling an estimated $380K and leaving 6,289 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #553.

Evoke Wealth first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $639K in Q4 2025. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Evoke Wealth held 6,289 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $287K as of Q1 2026.
Evoke Wealth sold 8,108 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $380K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #553 holding.
Evoke Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
Evoke Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $639K in Q4 2025.
1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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