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

Oakwell Private Wealth Management’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	$345K	Buy	7,550 +1,426	+23%	+$66.9K	0.06%	65
2025 Q4	$272K	Hold	6,124	–	–	0.05%	66
2025 Q3	$262K	Hold	6,124	–	–	0.05%	68
2025 Q2	$248K	Buy	+6,124	New	+$235K	0.06%	65
2022 Q4	–	Sell	-14,388	Closed	-$371K	–	62
2022 Q3	$371K	Buy	14,388 +1,201	+9%	+$34.6K	0.21%	44
2022 Q2	$380K	Sell	13,187 -7,502	-36%	-$237K	0.22%	45
2022 Q1	$709K	Hold	20,689	–	–	0.36%	34
2021 Q4	$755K	Sell	20,689 -132	-0.6%	-$4.86K	0.38%	32
2021 Q3	$754K	Sell	20,821 -9,109	-30%	-$338K	0.41%	29
2021 Q2	$1.1M	Sell	29,930 -1,494	-5%	-$55.4K	0.71%	24
2021 Q1	$1.11M	Sell	31,424 -191	-0.6%	-$6.7K	0.79%	22
2020 Q4	$1.07M	Buy	+31,615	New	+$996K	0.84%	22

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

Oakwell Private Wealth Management's SPDW Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 23% in Q1 2026, buying an estimated $66.9K and bringing the position to 7,550 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #65.

Oakwell Private Wealth Management first reported a position in SPDW in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.11M in Q1 2021. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Oakwell Private Wealth Management held 7,550 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $345K as of Q1 2026.
Oakwell Private Wealth Management bought 1,426 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $66.9K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #65 holding.
Oakwell Private Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 12 quarters since.
Oakwell Private Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.11M in Q1 2021.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.