N.E.W. Advisory Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

N.E.W. 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	$27.6M	Sell	605,577 -1,059	-0.2%	-$49.7K	2.07%	14
2025 Q4	$26.9M	Buy	606,636 +109,024	+22%	+$4.76M	1.99%	13
2025 Q3	$21.3M	Buy	497,612 +3,063	+0.6%	+$127K	1.9%	14
2025 Q2	$20M	Sell	494,549 -271,410	-35%	-$10.4M	1.94%	14
2025 Q1	$27.9M	Buy	765,959 +103,619	+16%	+$3.74M	2.13%	12
2024 Q4	$22.6M	Sell	662,340 -35,029	-5%	-$1.25M	2.15%	12
2024 Q3	$26.2M	Sell	697,369 -13,064	-2%	-$472K	2.58%	9
2024 Q2	$24.9M	Sell	710,433 -268,666	-27%	-$9.56M	2.69%	9
2024 Q1	$35.1M	Buy	979,099 +26,379	+3%	+$906K	3.89%	8
2023 Q4	$32.4M	Buy	952,720 +22,129	+2%	+$702K	3.92%	8
2023 Q3	$28.9M	Buy	930,591 +48,891	+6%	+$1.58M	4.1%	7
2023 Q2	$28.7M	Sell	881,700 -10,118	-1%	-$330K	4%	8
2023 Q1	$28.6M	Sell	891,818 -14,807	-2%	-$467K	4.17%	8
2022 Q4	$26.9M	Buy	906,625 +114,219	+14%	+$3.28M	4.21%	8
2022 Q3	$20.4M	Buy	792,406 +77,850	+11%	+$2.24M	3.7%	8
2022 Q2	$20.6M	Buy	714,556 +229,601	+47%	+$7.27M	3.6%	8
2022 Q1	$17.1M	Sell	484,955 -158,611	-25%	-$5.5M	3.25%	8
2021 Q4	$23.5M	Buy	643,566 +37,511	+6%	+$1.38M	3.55%	8
2021 Q3	$21.9M	Buy	606,055 +36,005	+6%	+$1.34M	3.58%	8
2021 Q2	$21M	Buy	570,050 +75,074	+15%	+$2.78M	3.51%	8
2021 Q1	$17.7M	Buy	494,976 +68,065	+16%	+$2.39M	3.33%	8
2020 Q4	$14.4M	Buy	426,911 +40,509	+10%	+$1.28M	3.03%	8
2020 Q3	$11.3M	Buy	386,402 +14,319	+4%	+$418K	3.19%	9
2020 Q2	$10.3M	Buy	+372,083	New	+$9.74M	3.2%	10
2019 Q4	$9.38M	Buy	+299,427	New	+$9.12M	3.04%	9

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

N.E.W. Advisory Services's SPDW Position: Q1 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.17% in Q1 2026, selling an estimated $49.7K and leaving 605,577 shares worth $27.6M. The position accounts for 2.07% of the portfolio, ranked #14.

N.E.W. Advisory Services first reported a position in SPDW in Q4 2019 and has held it in 25 quarters since. The position peaked at $35.1M in Q1 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

N.E.W. Advisory Services held 605,577 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $27.6M as of Q1 2026.
N.E.W. Advisory Services sold 1,059 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $49.7K.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.07% of N.E.W. Advisory Services's portfolio in Q1 2026, its #14 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 25 quarters since.
N.E.W. Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $35.1M in Q1 2024.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.