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

FWG Investments’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	$1.03M	Sell	22,589 -2,747	-11%	-$129K	0.66%	46
2025 Q4	$1.13M	Sell	25,336 -210	-0.8%	-$9.18K	0.72%	43
2025 Q3	$1.09M	Sell	25,546 -6,808	-21%	-$282K	0.75%	42
2025 Q2	$1.31M	Sell	32,354 -4,996	-13%	-$192K	1%	32
2025 Q1	$1.36M	Sell	37,350 -10,382	-22%	-$375K	1.6%	22
2024 Q4	$1.63M	Buy	47,732 +384	+0.8%	+$13.7K	1.27%	23
2024 Q3	$1.78M	Buy	47,348 +3,402	+8%	+$123K	1.54%	16
2024 Q2	$1.54M	Buy	43,946 +5,815	+15%	+$207K	1.56%	16
2024 Q1	$1.37M	Buy	38,131 +6,672	+21%	+$229K	1.48%	16
2023 Q4	$1.07M	Buy	+31,459	New	+$999K	1.33%	19

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

FWG Investments's SPDW Position: Q1 2026 in Review

FWG Investments reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q1 2026, selling an estimated $129K and leaving 22,589 shares worth $1.03M. The position accounts for 0.66% of the portfolio, ranked #46.

FWG Investments first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

FWG Investments held 22,589 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.03M as of Q1 2026.
FWG Investments sold 2,747 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $129K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.66% of FWG Investments's portfolio in Q1 2026, its #46 holding.
FWG Investments 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.
FWG Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.78M in Q3 2024.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.