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

Goodman Financial’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 		$17.4M Sell
380,754
-437,485
-53% -$20.5M 2.99% 9
2025
Q4 		$36.3M Buy
818,239
+11,700
+1% +$511K 6.88% 1
2025
Q3 		$34.5M Sell
806,539
-16,298
-2% -$675K 6.72% 1
2025
Q2 		$33.3M Buy
822,837
+7,602
+0.9% +$291K 6.7% 1
2025
Q1 		$29.7M Buy
815,235
+9,136
+1% +$330K 6.4% 1
2024
Q4 		$27.5M Buy
806,099
+23,341
+3% +$836K 5.88% 1
2024
Q3 		$29.4M Buy
782,758
+13,023
+2% +$470K 6.57% 1
2024
Q2 		$27M Buy
769,735
+33,047
+4% +$1.18M 6.01% 1
2024
Q1 		$26.4M Buy
736,688
+47,766
+7% +$1.64M 6.03% 1
2023
Q4 		$23.4M Buy
688,922
+7,362
+1% +$234K 6.29% 1
2023
Q3 		$21.1M Buy
681,560
+16,261
+2% +$525K 6.18% 2
2023
Q2 		$21.6M Buy
665,299
+14,465
+2% +$472K 6% 2
2023
Q1 		$20.9M Buy
650,834
+13,566
+2% +$428K 6.07% 2
2022
Q4 		$18.9M Buy
637,268
+10,734
+2% +$308K 5.97% 2
2022
Q3 		$16.2M Buy
626,534
+88,446
+16% +$2.55M 5.42% 2
2022
Q2 		$15.5M Buy
538,088
+17,877
+3% +$566K 5.14% 2
2022
Q1 		$17.8M Buy
520,211
+5,207
+1% +$181K 5.06% 3
2021
Q4 		$18.8M Buy
515,004
+15,014
+3% +$552K 4.92% 3
2021
Q3 		$18.1M Buy
499,990
+15,151
+3% +$563K 4.95% 3
2021
Q2 		$17.8M Buy
484,839
+17,361
+4% +$644K 5.46% 2
2021
Q1 		$16.5M Buy
467,478
+14,777
+3% +$518K 5.28% 2
2020
Q4 		$15.3M Sell
452,701
-4,265
-0.9% -$134K 5.32% 2
2020
Q3 		$13.4M Buy
456,966
+29,702
+7% +$867K 6.23% 2
2020
Q2 		$11.8M Buy
427,264
+3,589
+0.8% +$93.9K 5.9% 2
2020
Q1 		$10.1M Sell
423,675
-2,438
-0.6% -$69.8K 6.2% 2
2019
Q4 		$13.4M Sell
426,113
-8,148
-2% -$248K 5.85% 2
2019
Q3 		$12.8M Buy
434,261
+2,652
+0.6% +$76.9K 6.4% 1
2019
Q2 		$12.8M Buy
431,609
+8,779
+2% +$259K 6.4% 1
2019
Q1 		$12.4M Buy
422,830
+8,571
+2% +$244K 6.29% 1
2018
Q4 		$11M Buy
414,259
+957
+0.2% +$27K 5.93% 2
2018
Q3 		$12.7M Buy
413,302
+1,300
+0.3% +$39.7K 6.17% 1
2018
Q2 		$12.5M Buy
412,002
+12,628
+3% +$399K 5.63% 2
2018
Q1 		$12.6M Buy
399,374
+397,184
+18,136% +$12.7M 5.91% 2
2017
Q4 		$69K Buy
+2,190
New +$68.3K 0.03% 77

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

Goodman Financial's SPDW Position: Q1 2026 in Review

Goodman Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 53% in Q1 2026, selling an estimated $20.5M and leaving 380,754 shares worth $17.4M. The position accounts for 2.99% of the portfolio, ranked #9.

Goodman Financial first reported a position in SPDW in Q4 2017 and has held it in 34 quarters since. The position peaked at $36.3M in Q4 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Goodman Financial held 380,754 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $17.4M as of Q1 2026.
  • Goodman Financial sold 437,485 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $20.5M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.99% of Goodman Financial's portfolio in Q1 2026, its #9 holding.
  • Goodman Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 34 quarters since.
  • Goodman Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $36.3M 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 Goodman Financial's 13F filing for Q1 2026, filed 6 May 2026.