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High Net Worth Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

High Net Worth Advisory Group’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 		$222K Hold
4,862
– – 0.05% 223
2025
Q4 		$216K Buy
4,862
+55
+1% +$2.4K 0.05% 228
2025
Q3 		$206K Buy
+4,807
New +$199K 0.05% 228

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

High Net Worth Advisory Group's SPDW Position: Q1 2026 in Review

High Net Worth Advisory Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 4,862 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #223.

High Net Worth Advisory Group first reported a position in SPDW in Q3 2025 and has held it in 3 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • High Net Worth Advisory Group held 4,862 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $222K as of Q1 2026.
  • High Net Worth Advisory Group left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q1 2026, its #223 holding.
  • High Net Worth Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.