Perissos Private Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Perissos Private Wealth Management’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	–	Sell	-5,245	Closed	-$233K	–	77
2025 Q4	$233K	Hold	5,245	–	–	0.2%	65
2025 Q3	$224K	Sell	5,245 -111,976	-96%	-$4.64M	0.16%	67
2025 Q2	$4.75M	Buy	+117,221	New	+$4.49M	3.75%	6

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

Perissos Private Wealth Management's SPDW Position: Q1 2026 in Review

Perissos Private Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 5,245 shares — an estimated $233K sold.

Perissos Private Wealth Management first reported a position in SPDW in Q2 2025 and held it in 3 quarters. The position peaked at $4.75M in Q2 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Perissos Private Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
Perissos Private Wealth Management sold 5,245 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $233K.
Perissos Private Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and held it in 3 quarters.
Perissos Private Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.75M 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 Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.