Halbert Hargrove Global Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Halbert Hargrove Global Advisors’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	$52.8M	Sell	1,156,018 -432,317	-27%	-$20.3M	2.55%	12
2025 Q4	$70.5M	Buy	1,588,335 +4,527	+0.3%	+$198K	3.35%	10
2025 Q3	$67.8M	Buy	1,583,808 +18,731	+1%	+$776K	3.29%	10
2025 Q2	$63.4M	Buy	+1,565,077	New	+$60M	3.31%	10

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

Halbert Hargrove Global Advisors's SPDW Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 27% in Q1 2026, selling an estimated $20.3M and leaving 1,156,018 shares worth $52.8M. The position accounts for 2.55% of the portfolio, ranked #12.

Halbert Hargrove Global Advisors first reported a position in SPDW in Q2 2025 and has held it in 4 quarters since. The position peaked at $70.5M in Q4 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Halbert Hargrove Global Advisors held 1,156,018 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $52.8M as of Q1 2026.
Halbert Hargrove Global Advisors sold 432,317 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $20.3M.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.55% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #12 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 4 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $70.5M 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 Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.