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

Exencial Wealth Advisors’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 		$1.02M Sell
22,349
-1,222
-5% -$57.3K 0.03% 290
2025
Q4 		$1.05M Buy
23,571
+835
+4% +$36.5K 0.03% 288
2025
Q3 		$973K Sell
22,736
-427
-2% -$17.7K 0.03% 292
2025
Q2 		$938K Sell
23,163
-3,393
-13% -$130K 0.03% 289
2025
Q1 		$967K Sell
26,556
-383
-1% -$13.8K 0.04% 282
2024
Q4 		$919K Buy
26,939
+7,798
+41% +$279K 0.03% 292
2024
Q3 		$719K Sell
19,141
-615
-3% -$22.2K 0.03% 311
2024
Q2 		$693K Buy
19,756
+89
+0.5% +$3.17K 0.03% 313
2024
Q1 		$705K Sell
19,667
-180
-0.9% -$6.18K 0.03% 311
2023
Q4 		$675K Buy
+19,847
New +$630K 0.03% 303

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

Exencial Wealth Advisors's SPDW Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.2% in Q1 2026, selling an estimated $57.3K and leaving 22,349 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #290.

Exencial Wealth Advisors first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2025. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Exencial Wealth Advisors held 22,349 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.02M as of Q1 2026.
  • Exencial Wealth Advisors sold 1,222 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $57.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #290 holding.
  • Exencial Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
  • Exencial Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.05M 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 Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.