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Opus Capital Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Opus Capital Group’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 		$2.58M Sell
56,401
-248
-0.4% -$11.6K 0.28% 39
2025
Q4 		$2.52M Sell
56,649
-132
-0.2% -$5.77K 0.27% 40
2025
Q3 		$2.43M Buy
56,781
+718
+1% +$29.8K 0.27% 41
2025
Q2 		$2.27M Sell
56,063
-4,131
-7% -$158K 0.27% 40
2025
Q1 		$2.19M Buy
+60,194
New +$2.18M 0.28% 37
2024
Q4 		– Sell
-66,647
Closed -$2.5M – 122
2024
Q3 		$2.5M Sell
66,647
-655
-1% -$23.6K 0.31% 36
2024
Q2 		$2.36M Buy
67,302
+126
+0.2% +$4.48K 0.34% 36
2024
Q1 		$2.41M Buy
67,176
+9,748
+17% +$335K 0.35% 36
2023
Q4 		$1.95M Buy
+57,428
New +$1.82M 0.32% 35
2023
Q3 		– Sell
-67,506
Closed -$2.2M – 120
2023
Q2 		$2.2M Buy
67,506
+24
+0% +$783 0.38% 32
2023
Q1 		$2.17M Sell
67,482
-514
-0.8% -$16.2K 0.4% 34
2022
Q4 		$2.02M Buy
+67,996
New +$1.95M 0.39% 34
2021
Q4 		– Sell
-44,791
Closed -$1.62M – 107
2021
Q3 		$1.62M Buy
44,791
+307
+0.7% +$11.4K 0.37% 31
2021
Q2 		$1.64M Buy
44,484
+401
+0.9% +$14.9K 0.37% 31
2021
Q1 		$1.56M Sell
44,083
-455
-1% -$15.9K 0.37% 31
2020
Q4 		$1.5M Buy
44,538
+8,957
+25% +$282K 0.38% 32
2020
Q3 		$1.04M Buy
+35,581
New +$1.04M 0.3% 38
2020
Q1 		– Sell
-32,934
Closed -$1.03M – 140
2019
Q4 		$1.03M Buy
+32,934
New +$1M 0.3% 43

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

Opus Capital Group's SPDW Position: Q1 2026 in Review

Opus Capital Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.44% in Q1 2026, selling an estimated $11.6K and leaving 56,401 shares worth $2.58M. The position accounts for 0.28% of the portfolio, ranked #39.

Opus Capital Group first reported a position in SPDW in Q4 2019 and has held it in 18 quarters since. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Opus Capital Group held 56,401 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.58M as of Q1 2026.
  • Opus Capital Group sold 248 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $11.6K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.28% of Opus Capital Group's portfolio in Q1 2026, its #39 holding.
  • Opus Capital Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 18 quarters since.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.