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

Financial Engines 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	$2.55B	Sell	55,849,043 -1,368,150	-2%	-$64.2M	5.18%	5
2025 Q4	$2.54B	Sell	57,217,193 -1,272,327	-2%	-$55.6M	4.81%	6
2025 Q3	$2.5B	Sell	58,489,520 -1,257,094	-2%	-$52.1M	4.78%	6
2025 Q2	$2.42B	Sell	59,746,614 -5,462,822	-8%	-$209M	4.83%	6
2025 Q1	$2.37B	Sell	65,209,436 -1,534,510	-2%	-$55.5M	5.09%	6
2024 Q4	$2.28B	Buy	66,743,946 +4,849,460	+8%	+$174M	4.79%	6
2024 Q3	$2.32B	Buy	61,894,486 +1,504,059	+2%	+$54.3M	4.85%	6
2024 Q2	$2.12B	Buy	60,390,427 +841,047	+1%	+$29.9M	4.71%	6
2024 Q1	$2.13B	Buy	59,549,380 +1,215,921	+2%	+$41.8M	4.81%	6
2023 Q4	$1.98B	Buy	58,333,459 +1,831,580	+3%	+$58.1M	4.68%	7
2023 Q3	$1.75B	Buy	56,501,879 +2,722,638	+5%	+$87.9M	4.6%	6
2023 Q2	$1.75B	Buy	53,779,241 +1,742,451	+3%	+$56.9M	4.44%	7
2023 Q1	$1.67B	Buy	52,036,790 +3,963,668	+8%	+$125M	4.44%	7
2022 Q4	$1.43B	Buy	48,073,122 +9,495,519	+25%	+$273M	4.08%	8
2022 Q3	$995M	Buy	38,577,603 +3,361,276	+10%	+$96.9M	3.25%	11
2022 Q2	$1.02B	Buy	35,216,327 +3,835,305	+12%	+$121M	3.09%	12
2022 Q1	$1.08B	Buy	31,381,022 +3,620,252	+13%	+$126M	2.87%	12
2021 Q4	$1.01B	Buy	27,760,770 +4,014,738	+17%	+$148M	2.69%	11
2021 Q3	$860M	Buy	23,746,032 +3,026,629	+15%	+$112M	2.54%	11
2021 Q2	$762M	Buy	20,719,403 +3,581,350	+21%	+$133M	2.21%	13
2021 Q1	$606M	Buy	17,138,053 +3,985,477	+30%	+$140M	1.89%	17
2020 Q4	$444M	Buy	13,152,576 +4,260,071	+48%	+$134M	1.51%	17
2020 Q3	$260M	Buy	8,892,505 +3,096,172	+53%	+$90.4M	1.04%	25
2020 Q2	$160M	Buy	5,796,333 +3,674,629	+173%	+$96.2M	0.7%	26
2020 Q1	$50.8M	Buy	2,121,704 +1,819,602	+602%	+$52.1M	0.27%	39
2019 Q4	$9.47M	Buy	302,102 +238,762	+377%	+$7.27M	0.05%	49
2019 Q3	$1.86M	Buy	63,340 +26,720	+73%	+$775K	0.01%	73
2019 Q2	$1.1M	Sell	36,620 -12,602	-26%	-$371K	0.01%	79
2019 Q1	$1.44M	Buy	+49,222	New	+$1.4M	0.01%	77

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors's SPDW Position: Q1 2026 in Review

Financial Engines Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.4% in Q1 2026, selling an estimated $64.2M and leaving 55,849,043 shares worth $2.55B. The position accounts for 5.18% of the portfolio, ranked #5.

Financial Engines Advisors first reported a position in SPDW in Q1 2019 and has held it in 29 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Financial Engines Advisors held 55,849,043 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.55B as of Q1 2026.
Financial Engines Advisors sold 1,368,150 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $64.2M.
State Street SPDR Portfolio Developed World ex-US ETF made up 5.18% of Financial Engines Advisors's portfolio in Q1 2026, its #5 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and has held it in 29 quarters since.
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 Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.