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

Principal Securities’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 		$4.03M Buy
88,356
+33,465
+61% +$1.57M 0.06% 311
2025
Q4 		$2.44M Buy
54,891
+35,434
+182% +$1.55M 0.04% 417
2025
Q3 		$833K Buy
19,457
+4,380
+29% +$182K 0.01% 725
2025
Q2 		$610K Sell
15,077
-1,111
-7% -$42.6K 0.01% 778
2025
Q1 		$552K Hold
16,188
– – 0.01% 734
2024
Q4 		$552K Buy
16,188
+609
+4% +$21.8K 0.01% 732
2024
Q3 		$585K Sell
15,579
-6,307
-29% -$228K 0.01% 706
2024
Q2 		$768K Buy
21,886
+21,701
+11,730% +$772K 0.02% 556
2024
Q1 		$6.63K Sell
185
-1,990
-91% -$68.4K ﹤0.01% 2502
2023
Q4 		$74K Buy
+2,175
New +$69K ﹤0.01% 1312

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

Principal Securities's SPDW Position: Q1 2026 in Review

Principal Securities increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 61% in Q1 2026, buying an estimated $1.57M and bringing the position to 88,356 shares worth $4.03M. The position accounts for 0.06% of the portfolio, ranked #311.

Principal Securities first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Principal Securities held 88,356 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.03M as of Q1 2026.
  • Principal Securities bought 33,465 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.57M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Principal Securities's portfolio in Q1 2026, its #311 holding.
  • Principal Securities first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 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 Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.