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

Harbor Investment Advisory’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	–	Sell	-13,919	Closed	-$618K	–	1349
2025 Q4	$618K	Hold	13,919	–	–	0.05%	256
2025 Q3	$596K	Hold	13,919	–	–	0.05%	251
2025 Q2	$564K	Hold	13,919	–	–	0.05%	249
2025 Q1	$507K	Hold	13,919	–	–	0.05%	248
2024 Q4	$475K	Hold	13,919	–	–	0.04%	244
2024 Q3	$523K	Hold	13,919	–	–	0.05%	227
2024 Q2	$488K	Hold	13,919	–	–	0.05%	232
2024 Q1	$499K	Hold	13,919	–	–	0.05%	228
2023 Q4	$473K	Hold	13,919	–	–	0.05%	219
2023 Q3	$432K	Hold	13,919	–	–	0.06%	219
2023 Q2	$453K	Buy	+13,919	New	+$454K	0.06%	232

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

Harbor Investment Advisory's SPDW Position: Q1 2026 in Review

Harbor Investment Advisory sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 13,919 shares — an estimated $618K sold.

Harbor Investment Advisory first reported a position in SPDW in Q2 2023 and held it in 11 quarters. The position peaked at $618K in Q4 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Harbor Investment Advisory reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 13,919 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $618K.
Harbor Investment Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and held it in 11 quarters.
Harbor Investment Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $618K 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 Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.