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

Paladin Advisory 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
2023 Q1	–	Sell	-51,932	Closed	-$1.54M	–	458
2022 Q4	$1.54M	Buy	51,932 +5,079	+11%	+$146K	1.32%	27
2022 Q3	$1.21M	Buy	46,853 +2,739	+6%	+$79K	1.1%	29
2022 Q2	$1.27M	Buy	+44,114	New	+$1.4M	1.09%	29
2022 Q1	–	Sell	-28,643	Closed	-$1.04M	–	474
2021 Q4	$1.04M	Buy	+28,643	New	+$1.05M	0.85%	33

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

Paladin Advisory Group's SPDW Position: Q1 2026 in Review

Paladin Advisory Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.01% in Q1 2026, buying an estimated $188 and bringing the position to 30,320 shares worth $1.38M. The position accounts for 1.05% of the portfolio, ranked #27.

Paladin Advisory Group first reported a position in SPDW in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q2 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Paladin Advisory Group held 30,320 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.38M as of Q1 2026.
Paladin Advisory Group bought 4 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $188.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.05% of Paladin Advisory Group's portfolio in Q1 2026, its #27 holding.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.25M in Q2 2025.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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