JFG
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JDM Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

JDM Financial 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 		$26.8M Buy
744,083
+89,654
+14% +$4.21M 10.35% 2
2025
Q4 		$23.4M Buy
654,429
+107,719
+20% +$4.71M 9.07% 3
2025
Q3 		$23.1M Buy
546,710
+123,972
+29% +$5.14M 9.68% 4
2025
Q2 		$17.1M Buy
422,738
+17,707
+4% +$679K 8.08% 3
2025
Q1 		$14.7M Buy
405,031
+21,924
+6% +$792K 7.48% 4
2024
Q4 		$13.1M Buy
383,107
+48,180
+14% +$1.73M 6.8% 5
2024
Q3 		$12.6M Buy
334,927
+23,086
+7% +$833K 6.84% 5
2024
Q2 		$10.9M Buy
311,841
+27,148
+10% +$966K 7.39% 3
2024
Q1 		$10.2M Buy
284,693
+29,767
+12% +$1.02M 7.44% 3
2023
Q4 		$8.67M Buy
254,926
+8,741
+4% +$277K 7.19% 3
2023
Q3 		$7.63M Sell
246,185
-8,657
-3% -$280K 7.04% 3
2023
Q2 		$8.29M Sell
254,842
-2,775
-1% -$90.6K 7.2% 3
2023
Q1 		$8.27M Sell
257,617
-10,984
-4% -$347K 7.62% 3
2022
Q4 		$7.97M Buy
+268,601
New +$7.71M 7.63% 3

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

JDM Financial Group's SPDW Position: Q1 2026 in Review

JDM Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q1 2026, buying an estimated $4.21M and bringing the position to 744,083 shares worth $26.8M. The position accounts for 10.35% of the portfolio, ranked #2.

JDM Financial Group first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • JDM Financial Group held 744,083 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $26.8M as of Q1 2026.
  • JDM Financial Group bought 89,654 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $4.21M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 10.35% of JDM Financial Group's portfolio in Q1 2026, its #2 holding.
  • JDM Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 14 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 JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.