Focus Partners Wealth
SPDW icon

Focus Partners Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Focus Partners Wealth’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 		$22.7M Sell
496,235
-2,052
-0.4% -$96.3K 0.03% 465
2025
Q4 		$22.1M Buy
498,287
+108,835
+28% +$4.76M 0.03% 462
2025
Q3 		$16.7M Sell
389,452
-105,898
-21% -$4.39M 0.03% 434
2025
Q2 		$20.1M Buy
495,350
+47,781
+11% +$1.83M 0.04% 358
2025
Q1 		$16.3M Buy
447,569
+123,914
+38% +$4.48M 0.04% 370
2024
Q4 		$11M Buy
323,655
+150,137
+87% +$5.38M 0.03% 446
2024
Q3 		$6.52M Sell
173,518
-3,771
-2% -$136K 0.02% 499
2024
Q2 		$6.22M Buy
177,289
+166,081
+1,482% +$5.91M 0.02% 463
2024
Q1 		$402K Buy
+11,208
New +$385K ﹤0.01% 764

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

Focus Partners Wealth's SPDW Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.41% in Q1 2026, selling an estimated $96.3K and leaving 496,235 shares worth $22.7M. The position accounts for 0.03% of the portfolio, ranked #465.

Focus Partners Wealth first reported a position in SPDW in Q1 2024 and has held it in 9 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Focus Partners Wealth held 496,235 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $22.7M as of Q1 2026.
  • Focus Partners Wealth sold 2,052 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $96.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #465 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.