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Family Legacy Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Family Legacy Inc’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 		$585K Sell
12,811
-326
-2% -$15.3K 0.18% 102
2025
Q4 		$583K Sell
13,137
-10
-0.1% -$437 0.17% 98
2025
Q3 		$563K Sell
13,147
-236
-2% -$9.78K 0.17% 101
2025
Q2 		$542K Sell
13,383
-500
-4% -$19.2K 0.18% 97
2025
Q1 		$505K Sell
13,883
-101,252
-88% -$3.66M 0.17% 98
2024
Q4 		$3.97M Buy
115,135
+744
+0.7% +$26.6K 1.34% 30
2024
Q3 		$4.3M Sell
114,391
-948
-0.8% -$34.2K 1.43% 29
2024
Q2 		$4.05M Buy
115,339
+2,091
+2% +$74.4K 1.45% 28
2024
Q1 		$4.06M Sell
113,248
-714
-0.6% -$24.5K 1.46% 28
2023
Q4 		$3.88M Buy
113,962
+128
+0.1% +$4.06K 1.48% 28
2023
Q3 		$3.53M Buy
113,834
+175
+0.2% +$5.65K 1.48% 30
2023
Q2 		$3.7M Sell
113,659
-4,147
-4% -$135K 1.49% 28
2023
Q1 		$3.78M Buy
117,806
+4,056
+4% +$128K 1.62% 21
2022
Q4 		$3.69M Buy
113,750
+15,652
+16% +$449K 1.61% 19
2022
Q3 		$2.53M Buy
98,098
+1,430
+1% +$41.2K 1.27% 32
2022
Q2 		$2.74M Buy
96,668
+2,585
+3% +$81.8K 1.3% 31
2022
Q1 		$3.23M Buy
94,083
+4,693
+5% +$163K 1.34% 27
2021
Q4 		$3.27M Buy
89,390
+2,439
+3% +$89.7K 1.33% 29
2021
Q3 		$3.15M Buy
86,951
+2,863
+3% +$106K 1.42% 29
2021
Q2 		$3.08M Buy
+84,088
New +$3.12M 1.37% 31

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

Family Legacy Inc's SPDW Position: Q1 2026 in Review

Family Legacy Inc reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.5% in Q1 2026, selling an estimated $15.3K and leaving 12,811 shares worth $585K. The position accounts for 0.18% of the portfolio, ranked #102.

Family Legacy Inc first reported a position in SPDW in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.3M in Q3 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Family Legacy Inc held 12,811 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $585K as of Q1 2026.
  • Family Legacy Inc sold 326 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $15.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Family Legacy Inc's portfolio in Q1 2026, its #102 holding.
  • Family Legacy Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 20 quarters since.
  • Family Legacy Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.3M in Q3 2024.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Family Legacy Inc's 13F filing for Q1 2026, filed 12 May 2026.