Prospect Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Prospect Financial 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	$673K	Sell	14,742 -2,348	-14%	-$110K	0.62%	34
2025 Q4	$759K	Hold	17,090	–	–	0.71%	34
2025 Q3	$731K	Hold	17,090	–	–	0.71%	33
2025 Q2	$692K	Sell	17,090 -16	-0.1%	-$613	0.72%	33
2025 Q1	$623K	Hold	17,106	–	–	0.79%	32
2024 Q4	$584K	Buy	+17,106	New	+$612K	0.72%	33

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

Prospect Financial Group's SPDW Position: Q1 2026 in Review

Prospect Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q1 2026, selling an estimated $110K and leaving 14,742 shares worth $673K. The position accounts for 0.62% of the portfolio, ranked #34.

Prospect Financial Group first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $759K in Q4 2025. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Prospect Financial Group held 14,742 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $673K as of Q1 2026.
Prospect Financial Group sold 2,348 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $110K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.62% of Prospect Financial Group's portfolio in Q1 2026, its #34 holding.
Prospect Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
Prospect Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $759K 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 Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.