GM Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

GM Advisory Group’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	$27.4M	Buy	601,166 +56,906	+10%	+$2.67M	1.06%	24
2025 Q4	$24.2M	Buy	544,260 +171,855	+46%	+$7.51M	0.95%	26
2025 Q3	$15.9M	Sell	372,405 -5,306	-1%	-$220K	0.68%	32
2025 Q2	$15.3M	Sell	377,711 -4,608	-1%	-$177K	0.76%	29
2025 Q1	$13.9M	Sell	382,319 -2,458	-0.6%	-$88.8K	0.75%	30
2024 Q4	$13.1M	Sell	384,777 -19,845	-5%	-$711K	0.73%	30
2024 Q3	$15.2M	Sell	404,622 -4,766	-1%	-$172K	0.91%	27
2024 Q2	$14.4M	Sell	409,388 -12,569	-3%	-$447K	0.93%	27
2024 Q1	$15.1M	Sell	421,957 -7,471	-2%	-$257K	1.06%	22
2023 Q4	$14.6M	Sell	429,428 -20,245	-5%	-$643K	1.1%	20
2023 Q3	$13.9M	Sell	449,673 -1,711	-0.4%	-$55.3K	1.14%	18
2023 Q2	$14.7M	Sell	451,384 -1,824	-0.4%	-$59.5K	1.22%	18
2023 Q1	$14.6M	Sell	453,208 -42,486	-9%	-$1.34M	1.33%	16
2022 Q4	$14.7M	Sell	495,694 -168,706	-25%	-$4.84M	1.57%	16
2022 Q3	$17.1M	Buy	+664,400	New	+$19.2M	2.16%	13

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

GM Advisory Group's SPDW Position: Q1 2026 in Review

GM Advisory Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 10% in Q1 2026, buying an estimated $2.67M and bringing the position to 601,166 shares worth $27.4M. The position accounts for 1.06% of the portfolio, ranked #24.

GM Advisory Group first reported a position in SPDW in Q3 2022 and has held it in 15 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

GM Advisory Group held 601,166 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $27.4M as of Q1 2026.
GM Advisory Group bought 56,906 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.67M.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.06% of GM Advisory Group's portfolio in Q1 2026, its #24 holding.
GM Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 15 quarters since.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.