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

Opes 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 		$4.46M Buy
97,736
+2,874
+3% +$135K 0.73% 33
2025
Q4 		$4.21M Buy
94,862
+1,558
+2% +$68.1K 0.69% 36
2025
Q3 		$3.99M Sell
93,304
-1,953
-2% -$80.9K 0.69% 35
2025
Q2 		$3.86M Sell
95,257
-39,660
-29% -$1.52M 0.68% 35
2025
Q1 		$4.91M Sell
134,917
-38,873
-22% -$1.4M 0.99% 30
2024
Q4 		$5.93M Buy
173,790
+6,786
+4% +$243K 1.22% 26
2024
Q3 		$6.27M Buy
167,004
+6,072
+4% +$219K 1.21% 26
2024
Q2 		$5.65M Sell
160,932
-26,865
-14% -$956K 1.18% 26
2024
Q1 		$6.73M Sell
187,797
-5,312
-3% -$182K 1.55% 21
2023
Q4 		$6.57M Buy
193,109
+3,355
+2% +$106K 1.58% 20
2023
Q3 		$5.88M Buy
189,754
+30,447
+19% +$983K 1.63% 22
2023
Q2 		$5.18M Buy
159,307
+7,870
+5% +$257K 1.47% 23
2023
Q1 		$4.86M Buy
151,437
+12,029
+9% +$380K 1.57% 23
2022
Q4 		$4.14M Sell
139,408
-35,910
-20% -$1.03M 1.5% 20
2022
Q3 		$4.52M Buy
175,318
+9,358
+6% +$270K 1.81% 21
2022
Q2 		$4.79M Buy
165,960
+10,402
+7% +$329K 1.92% 19
2022
Q1 		$5.33M Buy
155,558
+8,690
+6% +$302K 1.74% 20
2021
Q4 		$5.36M Buy
146,868
+10,828
+8% +$398K 1.66% 19
2021
Q3 		$4.93M Buy
136,040
+2,588
+2% +$96.1K 1.74% 18
2021
Q2 		$4.91M Sell
133,452
-1,532
-1% -$56.8K 1.82% 18
2021
Q1 		$4.77M Buy
134,984
+515
+0.4% +$18.1K 1.86% 19
2020
Q4 		$4.51M Buy
134,469
+4,733
+4% +$149K 2.17% 17
2020
Q3 		$3.8M Buy
129,736
+46,896
+57% +$1.37M 1.81% 17
2020
Q2 		$2.29M Sell
82,840
-34,992
-30% -$916K 1.17% 23
2020
Q1 		$2.82M Buy
117,832
+4,175
+4% +$119K 2.12% 16
2019
Q4 		$3.56M Sell
113,657
-15,799
-12% -$481K 2.18% 18
2019
Q3 		$3.8M Buy
129,456
+1,663
+1% +$48.2K 2.51% 14
2019
Q2 		$3.78M Sell
127,793
-4,982
-4% -$147K 2.58% 13
2019
Q1 		$3.88M Buy
+132,775
New +$3.78M 2.83% 14

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

Opes Wealth Management's SPDW Position: Q1 2026 in Review

Opes Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3% in Q1 2026, buying an estimated $135K and bringing the position to 97,736 shares worth $4.46M. The position accounts for 0.73% of the portfolio, ranked #33.

Opes Wealth Management first reported a position in SPDW in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.73M in Q1 2024. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Opes Wealth Management held 97,736 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.46M as of Q1 2026.
  • Opes Wealth Management bought 2,874 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $135K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.73% of Opes Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Opes Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and has held it in 29 quarters since.
  • Opes Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.73M in Q1 2024.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.