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Jim Saulnier & Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Jim Saulnier & Associates’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 		$1.52M Hold
33,256
– – 0.74% 33
2025
Q4 		$1.48M Buy
33,256
+5,659
+21% +$247K 0.77% 31
2025
Q3 		$1.18M Buy
+27,597
New +$1.14M 0.66% 38

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

Jim Saulnier & Associates's SPDW Position: Q1 2026 in Review

Jim Saulnier & Associates held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 33,256 shares worth $1.52M. The position accounts for 0.74% of the portfolio, ranked #33.

Jim Saulnier & Associates first reported a position in SPDW in Q3 2025 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Jim Saulnier & Associates held 33,256 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.52M as of Q1 2026.
  • Jim Saulnier & Associates 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 0.74% of Jim Saulnier & Associates's portfolio in Q1 2026, its #33 holding.
  • Jim Saulnier & Associates 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.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.