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

Financial Consulate’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 		$16.2K Sell
354
-280
-44% -$13.1K ﹤0.01% 530
2025
Q4 		$28.2K Hold
634
– – ﹤0.01% 417
2025
Q3 		$27.1K Buy
+634
New +$26.3K ﹤0.01% 405
2023
Q3 		– Sell
-35,020
Closed -$1.14M – 44
2023
Q2 		$1.14M Sell
35,020
-13,011
-27% -$425K 0.48% 18
2023
Q1 		$1.54M Sell
48,031
-14,333
-23% -$452K 0.54% 25
2022
Q4 		$1.85M Sell
62,364
-1,767
-3% -$50.7K 0.65% 25
2022
Q3 		$1.66M Sell
64,131
-6,778
-10% -$195K 0.7% 20
2022
Q2 		$2.04M Sell
70,909
-1,490
-2% -$47.2K 0.96% 18
2022
Q1 		$2.48M Buy
72,399
+479
+0.7% +$16.6K 0.95% 18
2021
Q4 		$2.62M Buy
71,920
+4,623
+7% +$170K 0.91% 18
2021
Q3 		$2.44M Sell
67,297
-5,173
-7% -$192K 0.88% 19
2021
Q2 		$2.67M Sell
72,470
-672
-0.9% -$24.9K 0.96% 17
2021
Q1 		$2.59M Sell
73,142
-1,297
-2% -$45.5K 1.05% 18
2020
Q4 		$2.51M Sell
74,439
-2,105
-3% -$66.3K 1.08% 17
2020
Q3 		$2.24M Sell
76,544
-4,490
-6% -$131K 1.06% 18
2020
Q2 		$2.24M Sell
81,034
-7,034
-8% -$184K 1.14% 18
2020
Q1 		$2.11M Sell
88,068
-6,658
-7% -$191K 1.25% 19
2019
Q4 		$2.97M Buy
94,726
+10,182
+12% +$310K 1.31% 16
2019
Q3 		$2.48M Buy
84,544
+658
+0.8% +$19.1K 1.08% 19
2019
Q2 		$2.48M Sell
83,886
-4,083
-5% -$120K 1.12% 18
2019
Q1 		$2.57M Buy
87,969
+29,635
+51% +$844K 1.17% 18
2018
Q4 		$1.54M Buy
58,334
+2,340
+4% +$66K 0.93% 29
2018
Q3 		$1.72M Sell
55,994
-911
-2% -$27.8K 0.98% 25
2018
Q2 		$1.73M Sell
56,905
-6,669
-10% -$211K 0.88% 27
2018
Q1 		$2M Buy
+63,574
New +$2.04M 1.06% 22

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 Consulate's SPDW Position: Q1 2026 in Review

Financial Consulate reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 44% in Q1 2026, selling an estimated $13.1K and leaving 354 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Financial Consulate first reported a position in SPDW in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.97M in Q4 2019. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Financial Consulate held 354 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $16.2K as of Q1 2026.
  • Financial Consulate sold 280 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $13.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #530 holding.
  • Financial Consulate first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 25 quarters since.
  • Financial Consulate's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.97M in Q4 2019.
  • 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 Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.