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Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$40.4K Buy
+885
New +$41.5K ﹤0.01% 451
2025
Q3 		– Sell
-872
Closed -$35.3K – 517
2025
Q2 		$35.3K Buy
872
+13
+2% +$498 ﹤0.01% 423
2025
Q1 		$31.3K Hold
859
– – ﹤0.01% 409
2024
Q4 		$29.3K Buy
+859
New +$30.8K ﹤0.01% 394
2022
Q3 		– Sell
-9,524
Closed -$275K – 371
2022
Q2 		$275K Sell
9,524
-81,306
-90% -$2.57M 0.05% 154
2022
Q1 		$3.11M Buy
90,830
+87,244
+2,433% +$3.03M 1.34% 15
2021
Q4 		$131K Buy
+3,586
New +$132K 0.06% 152

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

Guardian Wealth Advisors (North Carolina)'s SPDW Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026: 885 shares worth $40.4K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in SPDW as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in SPDW in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.11M in Q1 2022. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 885 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $40.4K as of Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #451 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 7 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.11M in Q1 2022.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.