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

Larson 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 		$3.69M Sell
80,817
-8,928
-10% -$419K 0.12% 153
2025
Q4 		$3.99M Sell
89,745
-7,793
-8% -$341K 0.13% 142
2025
Q3 		$4.17M Sell
97,538
-13,292
-12% -$551K 0.15% 129
2025
Q2 		$4.49M Buy
110,830
+6,759
+6% +$259K 0.18% 115
2025
Q1 		$3.79M Buy
104,071
+308
+0.3% +$11.1K 0.18% 109
2024
Q4 		$3.54M Sell
103,763
-10,915
-10% -$391K 0.18% 99
2024
Q3 		$4.31M Sell
114,678
-13,960
-11% -$504K 0.24% 83
2024
Q2 		$4.51M Sell
128,638
-6,389
-5% -$227K 0.31% 60
2024
Q1 		$4.84M Sell
135,027
-9,333
-6% -$321K 0.37% 51
2023
Q4 		$4.91M Buy
144,360
+29,840
+26% +$947K 0.43% 48
2023
Q3 		$3.55M Sell
114,520
-2,120
-2% -$68.5K 0.35% 54
2023
Q2 		$3.8M Sell
116,640
-56
-0% -$1.83K 0.38% 53
2023
Q1 		$3.75M Buy
116,696
+3,309
+3% +$104K 0.41% 48
2022
Q4 		$3.37M Sell
113,387
-183,315
-62% -$5.26M 0.4% 47
2022
Q3 		$7.66M Sell
296,702
-5,595
-2% -$161K 1.09% 20
2022
Q2 		$8.72M Sell
302,297
-6,478
-2% -$205K 1.51% 17
2022
Q1 		$10.6M Sell
308,775
-12,165
-4% -$422K 1.69% 15
2021
Q4 		$11.7M Buy
320,940
+47,715
+17% +$1.76M 1.86% 13
2021
Q3 		$9.89M Buy
273,225
+45,586
+20% +$1.69M 1.96% 13
2021
Q2 		$8.38M Buy
227,639
+32,721
+17% +$1.21M 1.95% 17
2021
Q1 		$6.89M Buy
194,918
+15,761
+9% +$553K 2.03% 16
2020
Q4 		$6.05M Buy
179,157
+15,348
+9% +$484K 2.06% 16
2020
Q3 		$4.79M Sell
163,809
-16,026
-9% -$468K 1.97% 15
2020
Q2 		$4.97M Buy
179,835
+80,501
+81% +$2.11M 2.36% 13
2020
Q1 		$2.38M Buy
99,334
+98,526
+12,194% +$2.82M 1.49% 20
2019
Q4 		$25K Hold
808
– – 0.01% 203
2019
Q3 		$24K Sell
808
-848
-51% -$24.6K 0.02% 201
2019
Q2 		$49K Hold
1,656
– – 0.04% 127
2019
Q1 		$48K Buy
1,656
+11
+0.7% +$313 0.04% 120
2018
Q4 		$44K Buy
+1,645
New +$46.4K 0.04% 118

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

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

Larson Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.9% in Q1 2026, selling an estimated $419K and leaving 80,817 shares worth $3.69M. The position accounts for 0.12% of the portfolio, ranked #153.

Larson Financial Group first reported a position in SPDW in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.7M in Q4 2021. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Larson Financial Group held 80,817 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.69M as of Q1 2026.
  • Larson Financial Group sold 8,928 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $419K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Larson Financial Group's portfolio in Q1 2026, its #153 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $11.7M in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.