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

Pinnacle Wealth Management 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
2026
Q1 		$2.19M Buy
+47,986
New +$2.25M 0.15% 113

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 Wealth Management Advisory Group's SPDW Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026: 47,986 shares worth $2.19M. The stake represents 0.15% of the portfolio and ranks #113 among its holdings.

1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 47,986 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.19M as of Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Pinnacle Wealth Management Advisory Group position in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.15% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #113 holding.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.