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

Insight 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 		$621K Sell
13,597
-137,122
-91% -$6.43M 0.12% 119
2025
Q4 		$6.69M Buy
150,719
+1,291
+0.9% +$56.4K 1.01% 20
2025
Q3 		$6.39M Sell
149,428
-7
-0% -$290 0.98% 17
2025
Q2 		$6.05M Sell
149,435
-27,173
-15% -$1.04M 0.97% 17
2025
Q1 		$6.43M Sell
176,608
-86
-0% -$3.11K 1.12% 11
2024
Q4 		$6.04M Buy
176,694
+17,491
+11% +$626K 1.02% 13
2024
Q3 		$5.98M Sell
159,203
-19,486
-11% -$703K 1.03% 14
2024
Q2 		$6.27M Buy
178,689
+51,460
+40% +$1.83M 1.13% 9
2024
Q1 		$4.56M Buy
127,229
+67,015
+111% +$2.3M 0.88% 15
2023
Q4 		$2.05M Sell
60,214
-3,172
-5% -$101K 0.43% 36
2023
Q3 		$1.97M Sell
63,386
-2,953
-4% -$95.4K 0.45% 34
2023
Q2 		$2.16M Sell
66,339
-10,045
-13% -$328K 0.48% 33
2023
Q1 		$2.45M Sell
76,384
-3,093
-4% -$97.6K 0.58% 28
2022
Q4 		$2.37M Sell
79,477
-8,444
-10% -$242K 0.83% 27
2022
Q3 		$2.27M Sell
87,921
-452
-0.5% -$13K 0.89% 26
2022
Q2 		$2.67M Buy
88,373
+2,192
+3% +$69.4K 0.91% 22
2022
Q1 		$2.95M Buy
86,181
+754
+0.9% +$26.2K 0.89% 23
2021
Q4 		$3.12M Buy
85,427
+27,580
+48% +$1.01M 0.92% 22
2021
Q3 		$2.19M Buy
57,847
+20,101
+53% +$746K 0.65% 38
2021
Q2 		$1.4M Buy
37,746
+11,522
+44% +$427K 0.44% 56
2021
Q1 		$956K Buy
26,224
+12,383
+89% +$434K 0.3% 87
2020
Q4 		$467K Buy
+13,841
New +$436K 0.18% 149

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

Insight Advisors's SPDW Position: Q1 2026 in Review

Insight Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 91% in Q1 2026, selling an estimated $6.43M and leaving 13,597 shares worth $621K. The position accounts for 0.12% of the portfolio, ranked #119.

Insight Advisors first reported a position in SPDW in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.69M in Q4 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Insight Advisors held 13,597 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $621K as of Q1 2026.
  • Insight Advisors sold 137,122 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $6.43M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Insight Advisors's portfolio in Q1 2026, its #119 holding.
  • Insight Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.69M 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 Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.