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

NewEdge Wealth’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	$2.38M	Hold	52,036	–	–	0.03%	381
2025 Q4	$2.31M	Buy	52,036 +9	+0%	+$393	0.03%	413
2025 Q3	$2.25M	Sell	52,027 -225	-0.4%	-$9.32K	0.03%	369
2025 Q2	$2.14M	Buy	52,252 +419	+0.8%	+$16.1K	0.03%	365
2025 Q1	$1.89M	Sell	51,833 -6,146	-11%	-$222K	0.03%	358
2024 Q4	$1.98M	Buy	57,979 +2,005	+4%	+$71.8K	0.03%	360
2024 Q3	$2.1M	Buy	+55,974	New	+$2.02M	0.04%	335

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

NewEdge Wealth's SPDW Position: Q1 2026 in Review

NewEdge Wealth held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 52,036 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #381.

NewEdge Wealth first reported a position in SPDW in Q3 2024 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

NewEdge Wealth held 52,036 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.38M as of Q1 2026.
NewEdge Wealth left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #381 holding.
NewEdge Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 7 quarters since.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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