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

Financial Strategies 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 		$842K Buy
17,377
+9,317
+116% +$437K 0.14% 63
2025
Q4 		$368K Sell
8,060
-135
-2% -$5.9K 0.07% 78
2025
Q3 		$358K Sell
8,195
-132
-2% -$5.47K 0.07% 76
2025
Q2 		$336K Hold
8,327
– – 0.07% 79
2025
Q1 		$300K Sell
8,327
-1,418
-15% -$51.2K 0.07% 82
2024
Q4 		$331K Buy
9,745
+668
+7% +$23.9K 0.08% 80
2024
Q3 		$337K Sell
9,077
-126
-1% -$4.55K 0.08% 78
2024
Q2 		$328K Buy
9,203
+121
+1% +$4.3K 0.08% 70
2024
Q1 		$324K Sell
9,082
-105
-1% -$3.61K 0.09% 61
2023
Q4 		$308K Buy
9,187
+280
+3% +$8.89K 0.09% 65
2023
Q3 		$276K Sell
8,907
-1,566
-15% -$50.6K 0.09% 70
2023
Q2 		$341K Sell
10,473
-3,285
-24% -$107K 0.11% 59
2023
Q1 		$442K Sell
13,758
-809,382
-98% -$25.5M 0.17% 54
2022
Q4 		$24.4M Sell
823,140
-54,334
-6% -$1.56M 10.15% 2
2022
Q3 		$22.6M Buy
877,474
+15,398
+2% +$444K 10.26% 2
2022
Q2 		$24.9M Buy
862,076
+73,575
+9% +$2.33M 10.42% 2
2022
Q1 		$27M Buy
788,501
+69,328
+10% +$2.41M 10.77% 2
2021
Q4 		$26.2M Buy
719,173
+43,057
+6% +$1.58M 10.7% 2
2021
Q3 		$24.5M Buy
676,116
+43,081
+7% +$1.6M 10.94% 2
2021
Q2 		$23.3M Buy
633,035
+49,933
+9% +$1.85M 10.77% 2
2021
Q1 		$20.6M Buy
583,102
+16,304
+3% +$572K 10.68% 2
2020
Q4 		$19.1M Buy
566,798
+45,864
+9% +$1.45M 10.67% 2
2020
Q3 		$15.2M Sell
520,934
-18,398
-3% -$537K 10.27% 3
2020
Q2 		$14.9M Buy
539,332
+46,068
+9% +$1.21M 11.09% 3
2020
Q1 		$11.8M Buy
493,264
+59,812
+14% +$1.71M 10.7% 3
2019
Q4 		$13.6M Buy
+433,452
New +$13.2M 10.95% 3

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 Strategies Group's SPDW Position: Q1 2026 in Review

Financial Strategies Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 116% in Q1 2026, buying an estimated $437K and bringing the position to 17,377 shares worth $842K. The position accounts for 0.14% of the portfolio, ranked #63.

Financial Strategies Group first reported a position in SPDW in Q4 2019 and has held it in 26 quarters since. The position peaked at $27M in Q1 2022. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Financial Strategies Group held 17,377 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $842K as of Q1 2026.
  • Financial Strategies Group bought 9,317 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $437K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.14% of Financial Strategies Group's portfolio in Q1 2026, its #63 holding.
  • Financial Strategies Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Strategies Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $27M in Q1 2022.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.