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JT Stratford LLC’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

JT Stratford LLC’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 		$22.7M Buy
497,402
+97,075
+24% +$4.56M 2.89% 5
2025
Q4 		$17.8M Sell
400,327
-175,954
-31% -$7.69M 2.28% 7
2025
Q3 		$24.7M Buy
576,281
+38,729
+7% +$1.6M 3.3% 5
2025
Q2 		$21.8M Buy
537,552
+61,693
+13% +$2.37M 3.29% 5
2025
Q1 		$17.3M Sell
475,859
-196,708
-29% -$7.11M 3.06% 5
2024
Q4 		$23M Sell
672,567
-57,361
-8% -$2.05M 3.78% 3
2024
Q3 		$27.4M Buy
729,928
+23,412
+3% +$845K 4.69% 3
2024
Q2 		$24.8M Buy
706,516
+78,050
+12% +$2.78M 4.6% 3
2024
Q1 		$22.5M Buy
628,466
+32,934
+6% +$1.13M 4.49% 3
2023
Q4 		$20.3M Buy
595,532
+34,679
+6% +$1.1M 4.63% 3
2023
Q3 		$17.4M Buy
560,853
+125,034
+29% +$4.04M 4.49% 3
2023
Q2 		$14.2M Buy
435,819
+101,430
+30% +$3.31M 3.82% 4
2023
Q1 		$10.7M Buy
334,389
+83,650
+33% +$2.64M 3.09% 4
2022
Q4 		$7.44M Buy
250,739
+217,485
+654% +$6.24M 2.38% 7
2022
Q3 		$858K Buy
33,254
+1,548
+5% +$44.6K 0.31% 79
2022
Q2 		$914K Buy
31,706
+657
+2% +$20.8K 0.29% 81
2022
Q1 		$1.06M Buy
31,049
+836
+3% +$29K 0.31% 78
2021
Q4 		$1.1M Buy
30,213
+2,945
+11% +$108K 0.3% 81
2021
Q3 		$987K Buy
27,268
+7,372
+37% +$274K 0.3% 80
2021
Q2 		$732K Buy
19,896
+5,708
+40% +$212K 0.23% 101
2021
Q1 		$502K Buy
14,188
+442
+3% +$15.5K 0.18% 116
2020
Q4 		$464K Buy
13,746
+106
+0.8% +$3.34K 0.17% 111
2020
Q3 		$399K Buy
13,640
+532
+4% +$15.5K 0.17% 105
2020
Q2 		$362K Buy
+13,108
New +$343K 0.19% 108
2020
Q1 		– Sell
-19,397
Closed -$608K – 138
2019
Q4 		$608K Buy
19,397
+2,145
+12% +$65.3K 0.28% 82
2019
Q3 		$507K Buy
17,252
+5,657
+49% +$164K 0.29% 88
2019
Q2 		$343K Buy
11,595
+1,330
+13% +$39.2K 0.19% 98
2019
Q1 		$300K Buy
10,265
+774
+8% +$22K 0.17% 95
2018
Q4 		$251K Buy
9,491
+104
+1% +$2.93K 0.17% 84
2018
Q3 		$289K Buy
9,387
+1,362
+17% +$41.6K 0.17% 88
2018
Q2 		$244K Buy
+8,025
New +$254K 0.15% 89

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

JT Stratford LLC's SPDW Position: Q1 2026 in Review

JT Stratford LLC increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 24% in Q1 2026, buying an estimated $4.56M and bringing the position to 497,402 shares worth $22.7M. The position accounts for 2.89% of the portfolio, ranked #5.

JT Stratford LLC first reported a position in SPDW in Q2 2018 and has held it in 31 quarters since. The position peaked at $27.4M in Q3 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • JT Stratford LLC held 497,402 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $22.7M as of Q1 2026.
  • JT Stratford LLC bought 97,075 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $4.56M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.89% of JT Stratford LLC's portfolio in Q1 2026, its #5 holding.
  • JT Stratford LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and has held it in 31 quarters since.
  • JT Stratford LLC's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $27.4M in Q3 2024.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.