LFPWM
SPDW icon

Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Leicht Financial Planning & Wealth Management’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 		$20.7M Sell
452,684
-5,992
-1% -$281K 9.37% 4
2025
Q4 		$20.4M Sell
458,676
-3,885
-0.8% -$170K 9.11% 5
2025
Q3 		$19.8M Sell
462,561
-1,889
-0.4% -$78.3K 8.92% 4
2025
Q2 		$18.8M Sell
464,450
-29,822
-6% -$1.14M 8.93% 5
2025
Q1 		$18M Buy
494,272
+14,319
+3% +$517K 9.41% 4
2024
Q4 		$16.4M Buy
479,953
+10,928
+2% +$391K 8.38% 5
2024
Q3 		$17.6M Buy
469,025
+14,453
+3% +$522K 8.87% 4
2024
Q2 		$15.9M Buy
454,572
+4,851
+1% +$173K 8.49% 5
2024
Q1 		$16.1M Buy
449,721
+3,368
+0.8% +$116K 8.84% 4
2023
Q4 		$15.2M Sell
446,353
-106,765
-19% -$3.39M 8.71% 4
2023
Q3 		$17.2M Buy
553,118
+28,825
+5% +$931K 10.59% 4
2023
Q2 		$17.1M Sell
524,293
-17,364
-3% -$567K 10.31% 4
2023
Q1 		$17.4M Buy
541,657
+194,430
+56% +$6.14M 10.71% 5
2022
Q4 		$10.3M Sell
347,227
-46,017
-12% -$1.32M 6.91% 5
2022
Q3 		$10.1M Buy
393,244
+29,445
+8% +$849K 7.26% 5
2022
Q2 		$10.5M Buy
363,799
+885
+0.2% +$28K 7.1% 5
2022
Q1 		$12.4M Buy
362,914
+20,600
+6% +$715K 7.41% 4
2021
Q4 		$12.5M Buy
342,314
+7,851
+2% +$289K 7.13% 5
2021
Q3 		$12.4M Buy
334,463
+122,020
+57% +$4.53M 7.47% 5
2021
Q2 		$7.79M Buy
+212,443
New +$7.88M 4.73% 8

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

Leicht Financial Planning & Wealth Management's SPDW Position: Q1 2026 in Review

Leicht Financial Planning & Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q1 2026, selling an estimated $281K and leaving 452,684 shares worth $20.7M. The position accounts for 9.37% of the portfolio, ranked #4.

Leicht Financial Planning & Wealth Management first reported a position in SPDW in Q2 2021 and has held it in 20 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Leicht Financial Planning & Wealth Management held 452,684 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $20.7M as of Q1 2026.
  • Leicht Financial Planning & Wealth Management sold 5,992 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $281K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 9.37% of Leicht Financial Planning & Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.