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Lifeworks Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lifeworks Advisors’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 		$53.1M Buy
1,163,737
+23,100
+2% +$1.08M 6.82% 1
2025
Q4 		$50.7M Buy
1,140,637
+105,354
+10% +$4.6M 6.56% 1
2025
Q3 		$44.3M Buy
1,035,283
+133,328
+15% +$5.52M 5.9% 1
2025
Q2 		$36.5M Buy
901,955
+84,531
+10% +$3.24M 5.45% 1
2025
Q1 		$29.8M Buy
817,424
+106,786
+15% +$3.86M 4.95% 1
2024
Q4 		$24.3M Buy
710,638
+174,180
+32% +$6.24M 4.38% 1
2024
Q3 		$20.1M Buy
536,458
+194,058
+57% +$7.01M 3.96% 1
2024
Q2 		$12M Buy
342,400
+73,813
+27% +$2.63M 3.34% 2
2024
Q1 		$9.63M Buy
268,587
+109,039
+68% +$3.75M 2.69% 4
2023
Q4 		$5.43M Buy
159,548
+39,938
+33% +$1.27M 1.87% 10
2023
Q3 		$3.71M Buy
119,610
+74,704
+166% +$2.41M 1.44% 21
2023
Q2 		$1.46M Buy
44,906
+17,612
+65% +$575K 0.62% 50
2023
Q1 		$877K Buy
+27,294
New +$862K 0.41% 80

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

Lifeworks Advisors's SPDW Position: Q1 2026 in Review

Lifeworks Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2% in Q1 2026, buying an estimated $1.08M and bringing the position to 1,163,737 shares worth $53.1M. The position accounts for 6.82% of the portfolio, ranked #1.

Lifeworks Advisors first reported a position in SPDW in Q1 2023 and has held it in 13 quarters since. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Lifeworks Advisors held 1,163,737 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $53.1M as of Q1 2026.
  • Lifeworks Advisors bought 23,100 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.08M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.82% of Lifeworks Advisors's portfolio in Q1 2026, its #1 holding.
  • Lifeworks Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.