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

Hershey Financial Advisers’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 		$617K Sell
13,512
-26
-0.2% -$1.22K 0.53% 54
2025
Q4 		$601K Buy
13,538
+1,829
+16% +$79.9K 0.51% 58
2025
Q3 		$501K Buy
11,709
+80
+0.7% +$3.31K 0.43% 62
2025
Q2 		$471K Buy
+11,629
New +$446K 0.42% 59
2024
Q4 		$428K Buy
+12,541
New +$449K 0.38% 60
2024
Q2 		$147K Buy
+4,204
New +$150K 0.13% 57

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

Hershey Financial Advisers's SPDW Position: Q1 2026 in Review

Hershey Financial Advisers reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.19% in Q1 2026, selling an estimated $1.22K and leaving 13,512 shares worth $617K. The position accounts for 0.53% of the portfolio, ranked #54.

Hershey Financial Advisers first reported a position in SPDW in Q2 2024 and has held it in 6 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Hershey Financial Advisers held 13,512 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $617K as of Q1 2026.
  • Hershey Financial Advisers sold 26 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.22K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.53% of Hershey Financial Advisers's portfolio in Q1 2026, its #54 holding.
  • Hershey Financial Advisers first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.