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McKinley Carter Wealth Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

McKinley Carter Wealth 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 		$912K Sell
19,973
-20,072
-50% -$942K 0.05% 177
2025
Q4 		$1.78M Sell
40,045
-16,717
-29% -$730K 0.1% 132
2025
Q3 		$2.43M Sell
56,762
-1,048
-2% -$43.4K 0.13% 112
2025
Q2 		$2.34M Sell
57,810
-694
-1% -$26.6K 0.13% 108
2025
Q1 		$2.13M Sell
58,504
-3,846
-6% -$139K 0.13% 108
2024
Q4 		$2.13M Sell
62,350
-3,996
-6% -$143K 0.13% 107
2024
Q3 		$2.49M Sell
66,346
-1,886
-3% -$68.1K 0.15% 103
2024
Q2 		$2.39M Sell
68,232
-3,274
-5% -$116K 0.15% 105
2024
Q1 		$2.56M Sell
71,506
-1,808
-2% -$62.1K 0.17% 100
2023
Q4 		$2.49M Buy
73,314
+1,584
+2% +$50.3K 0.18% 94
2023
Q3 		$2.22M Sell
71,730
-530
-0.7% -$17.1K 0.18% 95
2023
Q2 		$2.35M Sell
72,260
-3,609
-5% -$118K 0.18% 97
2023
Q1 		$2.44M Sell
75,869
-2,164
-3% -$68.3K 0.19% 92
2022
Q4 		$2.32M Sell
78,033
-1,281
-2% -$36.8K 0.2% 92
2022
Q3 		$2.05M Sell
79,314
-173
-0.2% -$4.99K 0.19% 86
2022
Q2 		$2.29M Sell
79,487
-8
-0% -$253 0.2% 84
2022
Q1 		$2.73M Sell
79,495
-782
-1% -$27.1K 0.21% 80
2021
Q4 		$2.93M Sell
80,277
-257
-0.3% -$9.45K 0.22% 81
2021
Q3 		$2.92M Sell
80,534
-652
-0.8% -$24.2K 0.24% 84
2021
Q2 		$2.99M Sell
81,186
-3,181
-4% -$118K 0.25% 86
2021
Q1 		$2.98M Buy
+84,367
New +$2.96M 0.26% 86

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

McKinley Carter Wealth Services's SPDW Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 50% in Q1 2026, selling an estimated $942K and leaving 19,973 shares worth $912K. The position accounts for 0.05% of the portfolio, ranked #177.

McKinley Carter Wealth Services first reported a position in SPDW in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.99M in Q2 2021. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • McKinley Carter Wealth Services held 19,973 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $912K as of Q1 2026.
  • McKinley Carter Wealth Services sold 20,072 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $942K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #177 holding.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 21 quarters since.
  • McKinley Carter Wealth Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.99M in Q2 2021.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.