Journey Strategic Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Journey Strategic Wealth’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	$327K	Sell	7,171 -106	-1%	-$4.97K	0.01%	499
2025 Q4	$323K	Sell	7,277 -740	-9%	-$32.3K	0.01%	482
2025 Q3	$343K	Sell	8,017 -8,563	-52%	-$355K	0.01%	422
2025 Q2	$671K	Sell	16,580 -3,023	-15%	-$116K	0.02%	232
2025 Q1	$714K	Sell	19,603 -560	-3%	-$20.2K	0.02%	177
2024 Q4	$688K	Sell	20,163 -4,381	-18%	-$157K	0.03%	170
2024 Q3	$922K	Buy	+24,544	New	+$886K	0.03%	137
2022 Q3	–	Sell	-7,100	Closed	-$205K	–	195
2022 Q2	$205K	Buy	+7,100	New	+$225K	0.03%	105

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Journey Strategic Wealth's SPDW Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.5% in Q1 2026, selling an estimated $4.97K and leaving 7,171 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #499.

Journey Strategic Wealth first reported a position in SPDW in Q2 2022 and has held it in 8 quarters since. The position peaked at $922K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Journey Strategic Wealth held 7,171 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $327K as of Q1 2026.
Journey Strategic Wealth sold 106 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $4.97K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #499 holding.
Journey Strategic Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 8 quarters since.
Journey Strategic Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $922K in Q3 2024.
1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.