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

REDW Wealth’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	$327K	Hold	7,158	–	–	0.13%	82
2025 Q4	$318K	Hold	7,158	–	–	0.12%	82
2025 Q3	$306K	Hold	7,158	–	–	0.12%	88
2025 Q2	$290K	Hold	7,158	–	–	0.12%	84
2025 Q1	$261K	Hold	7,158	–	–	0.1%	88
2024 Q4	$244K	Sell	7,158 -987	-12%	-$35.3K	0.08%	93
2024 Q3	$306K	Sell	8,145 -91	-1%	-$3.29K	0.08%	127
2024 Q2	$289K	Sell	8,236 -43	-0.5%	-$1.53K	0.08%	126
2024 Q1	$297K	Sell	8,279 -36	-0.4%	-$1.24K	0.08%	122
2023 Q4	$283K	Sell	8,315 -64	-0.8%	-$2.03K	0.08%	118
2023 Q3	$260K	Hold	8,379	–	–	0.08%	114
2023 Q2	$273K	Buy	8,379 +2,124	+34%	+$69.3K	0.08%	118
2023 Q1	$201K	Buy	+6,255	New	+$197K	0.06%	142

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

REDW Wealth's SPDW Position: Q1 2026 in Review

REDW Wealth held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 7,158 shares worth $327K. The position accounts for 0.13% of the portfolio, ranked #82.

REDW Wealth first reported a position in SPDW in Q1 2023 and has held it in 13 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

REDW Wealth held 7,158 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $327K as of Q1 2026.
REDW Wealth left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.13% of REDW Wealth's portfolio in Q1 2026, its #82 holding.
REDW Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 13 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 REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.