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

Laurel Wealth Planning’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	$1.57M	Sell	34,296 -724	-2%	-$34K	0.83%	32
2025 Q4	$1.56M	Sell	35,020 -1,626	-4%	-$71.1K	0.86%	31
2025 Q3	$1.57M	Sell	36,646 -557	-1%	-$23.1K	0.83%	32
2025 Q2	$1.51M	Sell	37,203 -1,422	-4%	-$54.5K	0.86%	30
2025 Q1	$1.41M	Sell	38,625 -10,833	-22%	-$391K	0.93%	29
2024 Q4	$1.69M	Sell	49,458 -635	-1%	-$22.7K	1.09%	29
2024 Q3	$1.88M	Sell	50,093 -516	-1%	-$18.6K	1.23%	24
2024 Q2	$1.77M	Sell	50,609 -2,605	-5%	-$92.7K	1.24%	23
2024 Q1	$1.91M	Sell	53,214 -3,705	-7%	-$127K	1.27%	23
2023 Q4	$1.94M	Sell	56,919 -23,345	-29%	-$741K	1.37%	22
2023 Q3	$2.49M	Sell	80,264 -1,541	-2%	-$49.8K	1.94%	19
2023 Q2	$2.66M	Sell	81,805 -5,405	-6%	-$176K	1.9%	21
2023 Q1	$2.8M	Sell	87,210 -14,570	-14%	-$460K	1.86%	24
2022 Q4	$3.02M	Sell	101,780 -3,177	-3%	-$91.2K	1.95%	21
2022 Q3	$2.71M	Sell	104,957 -6,764	-6%	-$195K	1.99%	19
2022 Q2	$3.22M	Sell	111,721 -8,365	-7%	-$265K	2.27%	12
2022 Q1	$4.12M	Sell	120,086 -2,119	-2%	-$73.5K	2.78%	8
2021 Q4	$4.46M	Sell	122,205 -473	-0.4%	-$17.4K	3.38%	7
2021 Q3	$4.44M	Sell	122,678 -374	-0.3%	-$13.9K	3.59%	9
2021 Q2	$4.53M	Sell	123,052 -4,695	-4%	-$174K	3.95%	7
2021 Q1	$4.52M	Hold	127,747	–	–	4.13%	8
2020 Q4	$4.31M	Buy	+127,747	New	+$4.03M	4.2%	7

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 $374B AUM 17.66% 1-Year Est. Return

Laurel Wealth Planning's SPDW Position: Q1 2026 in Review

Laurel Wealth Planning reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.1% in Q1 2026, selling an estimated $34K and leaving 34,296 shares worth $1.57M. The position accounts for 0.83% of the portfolio, ranked #32.

Laurel Wealth Planning first reported a position in SPDW in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.53M in Q2 2021. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Laurel Wealth Planning held 34,296 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.57M as of Q1 2026.
Laurel Wealth Planning sold 724 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $34K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.83% of Laurel Wealth Planning's portfolio in Q1 2026, its #32 holding.
Laurel Wealth Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 22 quarters since.
Laurel Wealth Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.53M in Q2 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 Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.