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

ORBA Wealth Advisors’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 		$3.93M Sell
86,004
-14,914
-15% -$700K 4.68% 4
2025
Q4 		$4.48M Sell
100,918
-15,103
-13% -$660K 3.89% 4
2025
Q3 		$4.96M Buy
116,021
+553
+0.5% +$22.9K 4.09% 4
2025
Q2 		$4.68M Sell
115,468
-46,939
-29% -$1.8M 4.26% 4
2025
Q1 		$5.91M Buy
162,407
+5,435
+3% +$196K 2.98% 7
2024
Q4 		$5.36M Sell
156,972
-4,029
-3% -$144K 2.8% 8
2024
Q3 		$6.05M Buy
161,001
+750
+0.5% +$27.1K 3.06% 8
2024
Q2 		$5.62M Buy
160,251
+3,929
+3% +$140K 2.91% 10
2024
Q1 		$5.6M Sell
156,322
-95
-0.1% -$3.26K 3.1% 8
2023
Q4 		$5.32M Buy
+156,417
New +$4.97M 3.19% 8

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

ORBA Wealth Advisors's SPDW Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 15% in Q1 2026, selling an estimated $700K and leaving 86,004 shares worth $3.93M. The position accounts for 4.68% of the portfolio, ranked #4.

ORBA Wealth Advisors first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.05M in Q3 2024. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • ORBA Wealth Advisors held 86,004 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.93M as of Q1 2026.
  • ORBA Wealth Advisors sold 14,914 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $700K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.68% of ORBA Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • ORBA Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
  • ORBA Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.05M in Q3 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 ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.