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

Richardson Financial Services’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	$3.7M	Sell	80,956 -10,969	-12%	-$515K	2.31%	6
2025 Q4	$4.08M	Buy	91,925 +12,745	+16%	+$557K	1.32%	7
2025 Q3	$3.39M	Buy	79,180 +12,802	+19%	+$530K	2.1%	6
2025 Q2	$2.68M	Sell	66,378 -52,692	-44%	-$2.02M	1.8%	8
2025 Q1	$4.34M	Buy	119,070 +36,071	+43%	+$1.3M	3.3%	4
2024 Q4	$2.84M	Sell	82,999 -42,997	-34%	-$1.54M	1.99%	8
2024 Q3	$4.42M	Buy	125,996 +1,627	+1%	+$58.7K	2.81%	7
2024 Q2	$4.36M	Buy	124,369 +38,966	+46%	+$1.39M	3.14%	5
2024 Q1	$3.07M	Sell	85,403 -4,857	-5%	-$167K	2.16%	5
2023 Q4	$3.07M	Buy	+90,260	New	+$2.87M	2.69%	4

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

Richardson Financial Services's SPDW Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q1 2026, selling an estimated $515K and leaving 80,956 shares worth $3.7M. The position accounts for 2.31% of the portfolio, ranked #6.

Richardson Financial Services first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.42M in Q3 2024. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Richardson Financial Services held 80,956 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.7M as of Q1 2026.
Richardson Financial Services sold 10,969 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $515K.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.31% of Richardson Financial Services's portfolio in Q1 2026, its #6 holding.
Richardson Financial Services 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.
Richardson Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.42M in Q3 2024.
1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.