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

FSA 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	$644K	Sell	14,117 -12,957	-48%	-$608K	0.42%	78
2025 Q4	$694K	Buy	27,074 +17,725	+190%	+$775K	0.48%	67
2025 Q3	$400K	Buy	9,349 +566	+6%	+$23.5K	0.32%	91
2025 Q2	$356K	Sell	8,783 -5,978	-40%	-$229K	0.29%	102
2025 Q1	$537K	Buy	14,761 +7,843	+113%	+$283K	0.43%	80
2024 Q4	$236K	Sell	6,918 -8,374	-55%	-$300K	0.29%	117
2024 Q3	$546K	Buy	15,292 +4,779	+45%	+$173K	0.54%	60
2024 Q2	$374K	Sell	10,513 -47	-0.4%	-$1.67K	0.39%	79
2024 Q1	$378K	Sell	10,560 -1,420	-12%	-$48.8K	0.41%	76
2023 Q4	$407K	Buy	+11,980	New	+$380K	0.5%	60

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSA Advisors's SPDW Position: Q1 2026 in Review

FSA Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 48% in Q1 2026, selling an estimated $608K and leaving 14,117 shares worth $644K. The position accounts for 0.42% of the portfolio, ranked #78.

FSA Advisors first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $694K in Q4 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

FSA Advisors held 14,117 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $644K as of Q1 2026.
FSA Advisors sold 12,957 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $608K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.42% of FSA Advisors's portfolio in Q1 2026, its #78 holding.
FSA Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
FSA Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $694K in Q4 2025.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.