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Financial Connections Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Financial Connections Group’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 		$2.41M Sell
52,840
-329
-0.6% -$15.4K 0.84% 26
2025
Q4 		$2.36M Buy
53,169
+236
+0.4% +$10.3K 0.81% 27
2025
Q3 		$2.27M Sell
52,933
-421
-0.8% -$17.4K 0.88% 23
2025
Q2 		$2.16M Sell
53,354
-440
-0.8% -$16.9K 0.89% 23
2025
Q1 		$1.96M Hold
53,794
– – 0.88% 25
2024
Q4 		$1.83M Sell
53,794
-249
-0.5% -$8.92K 0.88% 24
2024
Q3 		$2.03M Sell
54,043
-274
-0.5% -$9.89K 1% 20
2024
Q2 		$1.91M Sell
54,317
-3,318
-6% -$118K 0.99% 21
2024
Q1 		$2.07M Sell
57,635
-1,029
-2% -$35.3K 2.26% 11
2023
Q4 		$2M Sell
58,664
-57
-0.1% -$1.81K 1.29% 18
2023
Q3 		$1.82M Sell
58,721
-232
-0.4% -$7.49K 2.25% 11
2023
Q2 		$1.92M Sell
58,953
-1,057
-2% -$34.5K 1.26% 21
2023
Q1 		$1.93M Buy
60,010
+221
+0.4% +$6.98K 1.37% 20
2022
Q4 		$1.77M Sell
59,789
-3,276
-5% -$94K 1.4% 20
2022
Q3 		$1.63M Sell
63,065
-30,903
-33% -$891K 1.37% 20
2022
Q2 		$2.71M Sell
93,968
-45,959
-33% -$1.45M 2.39% 15
2022
Q1 		$4.8M Sell
139,927
-3,519
-2% -$122K 4.82% 6
2021
Q4 		$5.23M Buy
+143,446
New +$5.28M 5.15% 6

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

Financial Connections Group's SPDW Position: Q1 2026 in Review

Financial Connections Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.62% in Q1 2026, selling an estimated $15.4K and leaving 52,840 shares worth $2.41M. The position accounts for 0.84% of the portfolio, ranked #26.

Financial Connections Group first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.23M in Q4 2021. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Financial Connections Group held 52,840 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.41M as of Q1 2026.
  • Financial Connections Group sold 329 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $15.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.84% of Financial Connections Group's portfolio in Q1 2026, its #26 holding.
  • Financial Connections Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.23M in Q4 2021.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.