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

FWL 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 		$6.89K Hold
151
– – ﹤0.01% 279
2025
Q4 		$6.71K Hold
151
– – ﹤0.01% 299
2025
Q3 		$6.46K Hold
151
– – ﹤0.01% 280
2025
Q2 		$6.11K Hold
151
– – ﹤0.01% 255
2025
Q1 		$5.5K Hold
151
– – ﹤0.01% 249
2024
Q4 		$5.15K Hold
151
– – ﹤0.01% 267
2024
Q3 		$5.67K Sell
151
-1,015
-87% -$36.6K ﹤0.01% 256
2024
Q2 		$40.9K Buy
+1,166
New +$41.5K 0.02% 123

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

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

FWL Investment Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 151 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

FWL Investment Management first reported a position in SPDW in Q2 2024 and has held it in 8 quarters since. The position peaked at $40.9K in Q2 2024. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • FWL Investment Management held 151 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.89K as of Q1 2026.
  • FWL Investment Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #279 holding.
  • FWL Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 8 quarters since.
  • FWL Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $40.9K in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.