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

Leo Wealth 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	$596K	Buy	13,058 +2,333	+22%	+$109K	0.04%	244
2025 Q4	$476K	Buy	10,725 +127	+1%	+$5.55K	0.03%	271
2025 Q3	$453K	Sell	10,598 -34	-0.3%	-$1.41K	0.06%	192
2025 Q2	$431K	Buy	10,632 +94	+0.9%	+$3.6K	0.03%	260
2025 Q1	$384K	Hold	10,538	–	–	0.06%	194
2024 Q4	$360K	Buy	10,538 +48	+0.5%	+$1.72K	0.03%	266
2024 Q3	$394K	Hold	10,490	–	–	0.04%	251
2024 Q2	$368K	Hold	10,490	–	–	0.04%	253
2024 Q1	$376K	Hold	10,490	–	–	0.04%	243
2023 Q4	$357K	Buy	+10,490	New	+$333K	0.04%	242

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leo Wealth LLC's SPDW Position: Q1 2026 in Review

Leo Wealth LLC increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 22% in Q1 2026, buying an estimated $109K and bringing the position to 13,058 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #244.

Leo Wealth LLC first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Leo Wealth LLC held 13,058 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $596K as of Q1 2026.
Leo Wealth LLC bought 2,333 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $109K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #244 holding.
Leo Wealth LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.