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NFP Retirement Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

NFP Retirement Inc’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 		$1.83M Sell
40,090
-306
-0.8% -$14.4K 0.11% 110
2025
Q4 		$1.79M Sell
40,396
-3,738
-8% -$163K 0.11% 107
2025
Q3 		$1.89M Sell
44,134
-332
-0.7% -$13.8K 0.12% 97
2025
Q2 		$1.8M Buy
44,466
+4,741
+12% +$182K 0.12% 99
2025
Q1 		$1.45M Sell
39,725
-7,336
-16% -$265K 0.11% 96
2024
Q4 		$1.61M Buy
47,061
+4,069
+9% +$146K 0.13% 92
2024
Q3 		$1.61M Sell
42,992
-608
-1% -$21.9K 0.13% 92
2024
Q2 		$1.53M Sell
43,600
-543
-1% -$19.3K 0.13% 96
2024
Q1 		$1.58M Sell
44,143
-2,509
-5% -$86.2K 0.14% 94
2023
Q4 		$1.59M Sell
46,652
-3,592
-7% -$114K 0.27% 72
2023
Q3 		$1.56M Sell
50,244
-1,503
-3% -$48.5K 0.3% 70
2023
Q2 		$1.68M Buy
51,747
+99
+0.2% +$3.23K 0.31% 68
2023
Q1 		$1.66M Buy
51,648
+10,175
+25% +$321K 0.33% 65
2022
Q4 		$1.23M Buy
41,473
+9,129
+28% +$262K 0.27% 80
2022
Q3 		$835K Buy
32,344
+4,021
+14% +$116K 0.21% 96
2022
Q2 		$817K Buy
28,323
+1,653
+6% +$52.3K 0.21% 92
2022
Q1 		$914K Sell
26,670
-87
-0.3% -$3.02K 0.22% 87
2021
Q4 		$976K Buy
26,757
+9,598
+56% +$353K 0.35% 51
2021
Q3 		$621K Sell
17,159
-9,472
-36% -$352K 0.25% 65
2021
Q2 		$980K Buy
26,631
+411
+2% +$15.2K 0.38% 51
2021
Q1 		$927K Buy
26,220
+958
+4% +$33.6K 0.4% 50
2020
Q4 		$853K Sell
25,262
-1,609
-6% -$50.7K 0.53% 44
2020
Q3 		$786K Buy
26,871
+750
+3% +$21.9K 0.52% 48
2020
Q2 		$721K Buy
+26,121
New +$684K 0.53% 47

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

NFP Retirement Inc's SPDW Position: Q1 2026 in Review

NFP Retirement Inc reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.76% in Q1 2026, selling an estimated $14.4K and leaving 40,090 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #110.

NFP Retirement Inc first reported a position in SPDW in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.89M in Q3 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • NFP Retirement Inc held 40,090 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.83M as of Q1 2026.
  • NFP Retirement Inc sold 306 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $14.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of NFP Retirement Inc's portfolio in Q1 2026, its #110 holding.
  • NFP Retirement Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and has held it in 24 quarters since.
  • NFP Retirement Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.89M in Q3 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 NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.