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

NewEdge 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 		$27.4M Sell
600,975
-21,778
-3% -$1.02M 0.1% 208
2025
Q4 		$27.7M Buy
622,753
+65,419
+12% +$2.86M 0.1% 195
2025
Q3 		$23.8M Buy
557,334
+78,922
+16% +$3.27M 0.11% 183
2025
Q2 		$19.4M Sell
478,412
-195,945
-29% -$7.51M 0.1% 211
2025
Q1 		$24.6M Buy
674,357
+112,083
+20% +$4.05M 0.15% 146
2024
Q4 		$19.2M Buy
562,274
+85,429
+18% +$3.06M 0.12% 178
2024
Q3 		$17.9M Sell
476,845
-88,781
-16% -$3.2M 0.12% 187
2024
Q2 		$19.8M Buy
565,626
+157,755
+39% +$5.61M 0.14% 143
2024
Q1 		$14.6M Sell
407,871
-2,271
-0.6% -$78K 0.13% 167
2023
Q4 		$13.9M Buy
410,142
+50,082
+14% +$1.59M 0.13% 167
2023
Q3 		$11.2M Sell
360,060
-94,739
-21% -$3.06M 0.12% 172
2023
Q2 		$14.8M Buy
454,799
+88,414
+24% +$2.89M 0.17% 132
2023
Q1 		$11.8M Buy
366,385
+180,502
+97% +$5.7M 0.15% 148
2022
Q4 		$3.39M Buy
185,883
+27,622
+17% +$793K 0.09% 238
2022
Q3 		$4.08M Buy
158,261
+4,793
+3% +$138K 0.07% 270
2022
Q2 		$4.43M Buy
153,468
+37,079
+32% +$1.17M 0.07% 258
2022
Q1 		$3.99M Sell
116,389
-7,438
-6% -$258K 0.06% 279
2021
Q4 		$4.52M Sell
123,827
-18,349
-13% -$675K 0.07% 267
2021
Q3 		$5.15M Sell
142,176
-10,383
-7% -$386K 0.13% 162
2021
Q2 		$5.61M Sell
152,559
-143,776
-49% -$5.33M 0.15% 145
2021
Q1 		$10.5M Buy
296,335
+76,480
+35% +$2.68M 0.31% 79
2020
Q4 		$7.42M Buy
219,855
+181,885
+479% +$5.73M 0.24% 97
2020
Q3 		$1.11M Buy
37,970
+3,348
+10% +$97.8K 0.04% 356
2020
Q2 		$956K Buy
34,622
+16,219
+88% +$424K 0.04% 368
2020
Q1 		$441K Sell
18,403
-232,802
-93% -$6.66M 0.02% 493
2019
Q4 		$7.88M Sell
251,205
-740
-0.3% -$22.5K 0.31% 85
2019
Q3 		$7.4M Buy
251,945
+227,062
+913% +$6.59M 0.33% 82
2019
Q2 		$736K Hold
24,883
– – 0.05% 319
2019
Q1 		$727K Hold
24,883
– – 0.05% 320
2018
Q4 		$658 Sell
24,883
-572
-2% -$16.1K 0.04% 311
2018
Q3 		$783K Hold
25,455
– – 0.06% 268
2018
Q2 		$766 Hold
25,455
– – 0.07% 244
2018
Q1 		$790K Buy
+25,455
New +$817K 0.09% 210

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

NewEdge Advisors's SPDW Position: Q1 2026 in Review

NewEdge Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.5% in Q1 2026, selling an estimated $1.02M and leaving 600,975 shares worth $27.4M. The position accounts for 0.1% of the portfolio, ranked #208.

NewEdge Advisors first reported a position in SPDW in Q1 2018 and has held it in 33 quarters since. The position peaked at $27.7M in Q4 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • NewEdge Advisors held 600,975 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $27.4M as of Q1 2026.
  • NewEdge Advisors sold 21,778 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.02M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.1% of NewEdge Advisors's portfolio in Q1 2026, its #208 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 33 quarters since.
  • NewEdge Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $27.7M in Q4 2025.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.