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

Perennial Investment 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	$2.32M	Sell	50,855 -2,869	-5%	-$135K	0.19%	102
2025 Q4	$2.39M	Sell	53,724 -64	-0.1%	-$2.8K	0.19%	100
2025 Q3	$2.3M	Buy	53,788 +2,477	+5%	+$103K	0.19%	98
2025 Q2	$2.08M	Buy	51,311 +3,263	+7%	+$125K	0.2%	99
2025 Q1	$1.75M	Buy	48,048 +3,999	+9%	+$145K	0.2%	95
2024 Q4	$1.5M	Sell	44,049 -4,047	-8%	-$145K	0.18%	100
2024 Q3	$1.81M	Buy	48,096 +19,314	+67%	+$697K	0.23%	78
2024 Q2	$1.01M	Sell	28,782 -1,027	-3%	-$36.5K	0.14%	118
2024 Q1	$1.07M	Buy	29,809 +1,141	+4%	+$39.2K	0.16%	102
2023 Q4	$975K	Sell	28,668 -38,549	-57%	-$1.22M	0.16%	107
2023 Q3	$2.08M	Buy	67,217 +408	+0.6%	+$13.2K	0.38%	62
2023 Q2	$2.17M	Sell	66,809 -1,889	-3%	-$61.7K	0.38%	56
2023 Q1	$2.21M	Buy	+68,698	New	+$2.17M	0.41%	60

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

Perennial Investment Advisors's SPDW Position: Q1 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.3% in Q1 2026, selling an estimated $135K and leaving 50,855 shares worth $2.32M. The position accounts for 0.19% of the portfolio, ranked #102.

Perennial Investment Advisors first reported a position in SPDW in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q4 2025. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Perennial Investment Advisors held 50,855 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.32M as of Q1 2026.
Perennial Investment Advisors sold 2,869 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 0.19% of Perennial Investment Advisors's portfolio in Q1 2026, its #102 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.39M in Q4 2025.
1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.