PFA
SPDW icon

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

Pinnacle Family 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 		$421K Sell
9,219
-23,821
-72% -$1.12M 0.2% 79
2025
Q4 		$1.47M Sell
33,040
-43,493
-57% -$1.9M 0.65% 30
2025
Q3 		$3.27M Sell
76,533
-45
-0.1% -$1.86K 1.43% 20
2025
Q2 		$3.1M Buy
76,578
+18,697
+32% +$717K 1.51% 15
2025
Q1 		$2.11M Buy
57,881
+45,962
+386% +$1.66M 1.15% 23
2024
Q4 		$407K Buy
11,919
+99
+0.8% +$3.54K 0.2% 81
2024
Q3 		$444K Sell
11,820
-28
-0.2% -$1.01K 0.23% 79
2024
Q2 		$416K Sell
11,848
-793
-6% -$28.2K 0.23% 71
2024
Q1 		$453K Buy
12,641
+12
+0.1% +$412 0.24% 63
2023
Q4 		$430K Sell
12,629
-119
-0.9% -$3.78K 0.25% 61
2023
Q3 		$395K Sell
12,748
-112
-0.9% -$3.62K 0.23% 58
2023
Q2 		$418K Sell
12,860
-510
-4% -$16.6K 0.23% 71
2023
Q1 		$429K Sell
13,370
-562
-4% -$17.7K 0.26% 69
2022
Q4 		$414K Sell
13,932
-208
-1% -$5.97K 0.3% 59
2022
Q3 		$365K Sell
14,140
-419
-3% -$12.1K 0.32% 53
2022
Q2 		$420K Sell
14,559
-14,160
-49% -$448K 0.34% 58
2022
Q1 		$984K Sell
28,719
-567
-2% -$19.7K 0.52% 31
2021
Q4 		$1.07M Buy
29,286
+11,573
+65% +$426K 0.48% 37
2021
Q3 		$641K Buy
17,713
+4,578
+35% +$170K 0.29% 58
2021
Q2 		$483K Sell
13,135
-656
-5% -$24.3K 0.21% 71
2021
Q1 		$488K Sell
13,791
-856
-6% -$30K 0.26% 64
2020
Q4 		$494K Buy
+14,647
New +$462K 0.3% 64

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

Pinnacle Family Advisors's SPDW Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 72% in Q1 2026, selling an estimated $1.12M and leaving 9,219 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #79.

Pinnacle Family Advisors first reported a position in SPDW in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.27M in Q3 2025. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Pinnacle Family Advisors held 9,219 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $421K as of Q1 2026.
  • Pinnacle Family Advisors sold 23,821 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.12M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.2% of Pinnacle Family Advisors's portfolio in Q1 2026, its #79 holding.
  • Pinnacle Family Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 22 quarters since.
  • Pinnacle Family Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.27M in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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