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LWM Advisory Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

LWM Advisory Services’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 		$877K Sell
19,208
-8,898
-32% -$418K 0.94% 20
2025
Q4 		$1.25M Buy
28,106
+4,537
+19% +$198K 0.73% 28
2025
Q3 		$1.01M Buy
23,569
+96
+0.4% +$3.98K 0.59% 35
2025
Q2 		$950K Sell
23,473
-429
-2% -$16.4K 0.66% 31
2025
Q1 		$870K Sell
23,902
-1,007
-4% -$36.4K 0.6% 32
2024
Q4 		$850K Sell
24,909
-2,303
-8% -$82.5K 0.59% 33
2024
Q3 		$1.02M Sell
27,212
-4,553
-14% -$164K 0.76% 28
2024
Q2 		$1.11M Sell
31,765
-286
-0.9% -$10.2K 0.94% 25
2024
Q1 		$1.15M Sell
32,051
-7,738
-19% -$266K 0.92% 25
2023
Q4 		$1.35M Buy
39,789
+1,576
+4% +$50K 1.19% 18
2023
Q3 		$1.18M Buy
38,213
+350
+0.9% +$11.3K 1.27% 17
2023
Q2 		$1.23M Buy
37,863
+991
+3% +$32.3K 1.3% 15
2023
Q1 		$1.18M Buy
36,872
+11,297
+44% +$357K 1.26% 18
2022
Q4 		$759K Buy
25,575
+3,155
+14% +$90.6K 0.84% 24
2022
Q3 		$578K Buy
22,420
+6,576
+42% +$190K 0.65% 43
2022
Q2 		$457K Buy
15,844
+175
+1% +$5.54K 0.55% 56
2022
Q1 		$537K Sell
15,669
-107
-0.7% -$3.71K 0.67% 42
2021
Q4 		$576K Buy
+15,776
New +$580K 0.71% 40

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

LWM Advisory Services's SPDW Position: Q1 2026 in Review

LWM Advisory Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 32% in Q1 2026, selling an estimated $418K and leaving 19,208 shares worth $877K. The position accounts for 0.94% of the portfolio, ranked #20.

LWM Advisory Services first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q4 2023. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • LWM Advisory Services held 19,208 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $877K as of Q1 2026.
  • LWM Advisory Services sold 8,898 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $418K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.94% of LWM Advisory Services's portfolio in Q1 2026, its #20 holding.
  • LWM Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 18 quarters since.
  • LWM Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.35M in Q4 2023.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.