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&Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

&Partners’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 		$15.3M Buy
334,773
+83,710
+33% +$3.93M 0.08% 248
2025
Q4 		$11.1M Buy
251,063
+182,996
+269% +$8M 0.06% 285
2025
Q3 		$2.91M Buy
68,067
+5,849
+9% +$242K 0.02% 602
2025
Q2 		$2.52M Buy
62,218
+13,686
+28% +$525K 0.02% 580
2025
Q1 		$1.78M Buy
48,532
+21,081
+77% +$762K 0.02% 587
2024
Q4 		$941K Buy
27,451
+680
+3% +$24.3K 0.01% 790
2024
Q3 		$1.01M Buy
26,771
+5,971
+29% +$216K 0.02% 571
2024
Q2 		$730K Buy
+20,800
New +$740K 0.03% 427

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

&Partners's SPDW Position: Q1 2026 in Review

&Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 33% in Q1 2026, buying an estimated $3.93M and bringing the position to 334,773 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #248.

&Partners first reported a position in SPDW in Q2 2024 and has held it in 8 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • &Partners held 334,773 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $15.3M as of Q1 2026.
  • &Partners bought 83,710 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $3.93M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of &Partners's portfolio in Q1 2026, its #248 holding.
  • &Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.