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

Financial Gravity Asset Management’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	$97.7K	Hold	2,140	–	–	0.02%	231
2025 Q4	$95K	Sell	2,140 -66	-3%	-$2.88K	0.02%	187
2025 Q3	$94.4K	Buy	+2,206	New	+$91.4K	0.02%	227
2025 Q1	$86.6K	Buy	+2,378	New	+$85.9K	0.02%	242
2024 Q2	$92.2K	Sell	2,628 -1,992	-43%	-$70.9K	0.02%	195
2024 Q1	$157K	Hold	4,620	–	–	0.04%	146
2023 Q4	$157K	Buy	+4,620	New	+$147K	0.04%	146
2019 Q4	$14K	Buy	+460	New	+$14K	0.01%	1121

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Gravity Asset Management's SPDW Position: Q1 2026 in Review

Financial Gravity Asset Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 2,140 shares worth $97.7K. The position accounts for 0.02% of the portfolio, ranked #231.

Financial Gravity Asset Management first reported a position in SPDW in Q4 2019 and has held it in 8 quarters since. The position peaked at $157K in Q1 2024. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Financial Gravity Asset Management held 2,140 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $97.7K as of Q1 2026.
Financial Gravity Asset Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #231 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 8 quarters since.
Financial Gravity Asset Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $157K in Q1 2024.
1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.