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

Freedom Investment 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 		$409K Buy
8,959
+146
+2% +$6.85K 0.12% 58
2025
Q4 		$391K Buy
8,813
+591
+7% +$25.8K 0.11% 65
2025
Q3 		$352K Sell
8,222
-21,762
-73% -$902K 0.09% 103
2025
Q2 		$1.21M Sell
29,984
-943
-3% -$36.2K 0.1% 198
2025
Q1 		$1.13M Buy
30,927
+4,798
+18% +$173K 0.09% 201
2024
Q4 		$892K Sell
26,129
-1,220
-4% -$43.7K 0.07% 268
2024
Q3 		$1.03M Sell
27,349
-17,044
-38% -$615K 0.08% 234
2024
Q2 		$1.56M Sell
44,393
-3,195
-7% -$114K 0.13% 149
2024
Q1 		$1.71M Sell
47,588
-2,261
-5% -$77.7K 0.14% 144
2023
Q4 		$1.7M Sell
49,849
-5,354
-10% -$170K 0.14% 136
2023
Q3 		$1.71M Sell
55,203
-6,684
-11% -$216K 0.21% 109
2023
Q2 		$2.01M Buy
61,887
+2,172
+4% +$70.9K 0.23% 96
2023
Q1 		$1.92M Sell
59,715
-2,727
-4% -$86.1K 0.22% 116
2022
Q4 		$1.85M Sell
62,442
-3,380
-5% -$97K 0.21% 120
2022
Q3 		$1.7M Sell
65,822
-1,945
-3% -$56.1K 0.2% 127
2022
Q2 		$1.95M Buy
67,767
+991
+1% +$31.4K 0.21% 119
2022
Q1 		$2.29M Buy
66,776
+7,692
+13% +$267K 0.21% 118
2021
Q4 		$2.15M Buy
59,084
+8,126
+16% +$299K 0.16% 166
2021
Q3 		$1.84M Buy
50,958
+7,514
+17% +$279K 0.14% 190
2021
Q2 		$1.6M Buy
43,444
+7,060
+19% +$262K 0.12% 210
2021
Q1 		$1.29M Buy
+36,384
New +$1.28M 0.1% 242

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 $424B AUM 22.94% 1-Year Est. Return

Freedom Investment Management's SPDW Position: Q1 2026 in Review

Freedom Investment Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.7% in Q1 2026, buying an estimated $6.85K and bringing the position to 8,959 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #58.

Freedom Investment Management first reported a position in SPDW in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.29M in Q1 2022. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Freedom Investment Management held 8,959 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $409K as of Q1 2026.
  • Freedom Investment Management bought 146 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $6.85K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Freedom Investment Management's portfolio in Q1 2026, its #58 holding.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 21 quarters since.
  • Freedom Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.29M in Q1 2022.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.