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FSB Premier Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

FSB Premier Wealth 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 		$5.38M Sell
117,961
-6,161
-5% -$289K 1.69% 10
2025
Q4 		$5.51M Sell
124,122
-465
-0.4% -$20.3K 1.75% 9
2025
Q3 		$5.33M Sell
124,587
-2,520
-2% -$104K 1.75% 9
2025
Q2 		$5.15M Sell
127,107
-1,518
-1% -$58.2K 1.84% 6
2025
Q1 		$4.68M Buy
128,625
+2,171
+2% +$78.5K 1.83% 9
2024
Q4 		$4.32M Buy
126,454
+952
+0.8% +$34.1K 1.73% 11
2024
Q3 		$4.71M Buy
125,502
+4,385
+4% +$158K 1.93% 8
2024
Q2 		$4.25M Buy
121,117
+2,017
+2% +$71.7K 1.92% 9
2024
Q1 		$4.27M Buy
119,100
+148
+0.1% +$5.08K 1.99% 10
2023
Q4 		$4.05M Sell
118,952
-549
-0.5% -$17.4K 2.03% 11
2023
Q3 		$3.71M Sell
119,501
-1,476
-1% -$47.7K 2.06% 11
2023
Q2 		$3.94M Sell
120,977
-1,318
-1% -$43K 2.14% 9
2023
Q1 		$3.93M Sell
122,295
-6,302
-5% -$199K 2.19% 10
2022
Q4 		$3.82M Sell
128,597
-3,059
-2% -$87.8K 2.09% 12
2022
Q3 		$3.4M Buy
131,656
+4,897
+4% +$141K 1.99% 14
2022
Q2 		$3.65M Sell
126,759
-3,391
-3% -$107K 2.03% 12
2022
Q1 		$4.2M Sell
130,150
-4,125
-3% -$143K 2.1% 12
2021
Q4 		$4.9M Buy
134,275
+3,165
+2% +$116K 2.04% 13
2021
Q3 		$4.75M Buy
131,110
+1,586
+1% +$58.9K 2.38% 13
2021
Q2 		$4.76M Sell
129,524
-1,980
-2% -$73.5K 2.44% 13
2021
Q1 		$4.65M Sell
131,504
-38,653
-23% -$1.35M 2.5% 12
2020
Q4 		$5.74M Buy
+170,157
New +$5.36M 3.07% 10

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

FSB Premier Wealth Management's SPDW Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5% in Q1 2026, selling an estimated $289K and leaving 117,961 shares worth $5.38M. The position accounts for 1.69% of the portfolio, ranked #10.

FSB Premier Wealth Management first reported a position in SPDW in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.74M in Q4 2020. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • FSB Premier Wealth Management held 117,961 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.38M as of Q1 2026.
  • FSB Premier Wealth Management sold 6,161 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $289K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.69% of FSB Premier Wealth Management's portfolio in Q1 2026, its #10 holding.
  • FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.74M in Q4 2020.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.