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

Foundations Investment 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 		$13.1M Buy
286,371
+49,757
+21% +$2.33M 0.16% 139
2025
Q4 		$10.5M Sell
236,614
-6,863
-3% -$300K 0.14% 144
2025
Q3 		$10.4M Buy
243,477
+75,932
+45% +$3.15M 0.15% 133
2025
Q2 		$6.78M Buy
167,545
+24,996
+18% +$958K 0.11% 170
2025
Q1 		$5.19M Buy
142,549
+20,779
+17% +$751K 0.1% 199
2024
Q4 		$4.16M Buy
121,770
+51,321
+73% +$1.84M 0.08% 205
2024
Q3 		$2.65M Buy
70,449
+26,448
+60% +$955K 0.06% 235
2024
Q2 		$1.54M Buy
44,001
+29,249
+198% +$1.04M 0.04% 271
2024
Q1 		$529K Buy
14,752
+1,144
+8% +$39.3K 0.01% 454
2023
Q4 		$463K Buy
13,608
+4,960
+57% +$157K 0.01% 454
2023
Q3 		$268K Buy
8,648
+418
+5% +$13.5K 0.01% 535
2023
Q2 		$268K Buy
+8,230
New +$269K 0.01% 491
2018
Q3 		– Sell
-96,474
Closed -$2.93M – 107
2018
Q2 		$2.93M Buy
+96,474
New +$3.05M 0.78% 24

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

Foundations Investment Advisors's SPDW Position: Q1 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 21% in Q1 2026, buying an estimated $2.33M and bringing the position to 286,371 shares worth $13.1M. The position accounts for 0.16% of the portfolio, ranked #139.

Foundations Investment Advisors first reported a position in SPDW in Q2 2018 and has held it in 13 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Foundations Investment Advisors held 286,371 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.1M as of Q1 2026.
  • Foundations Investment Advisors bought 49,757 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.33M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.16% of Foundations Investment Advisors's portfolio in Q1 2026, its #139 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and has held it in 13 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 Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.