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

Ridgewood Investments’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 		$1.58M Buy
+34,524
New +$1.62M 0.64% 45
2025
Q3 		$1.25M Buy
29,240
+5,464
+23% +$226K 0.53% 62
2025
Q2 		$963K Buy
23,776
+8,462
+55% +$324K 0.42% 68
2025
Q1 		$558K Buy
15,314
+6,245
+69% +$226K 0.26% 106
2024
Q4 		$310K Buy
9,069
+3,398
+60% +$122K 0.15% 146
2024
Q3 		$213K Buy
5,671
+4,334
+324% +$156K 0.11% 164
2024
Q2 		$46.9K Buy
+1,337
New +$47.6K 0.02% 327

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

Ridgewood Investments's SPDW Position: Q1 2026 in Review

Ridgewood Investments opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026: 34,524 shares worth $1.58M. The stake represents 0.64% of the portfolio and ranks #45 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in SPDW as recently as Q3 2025.

Ridgewood Investments first reported a position in SPDW in Q2 2024 and has held it in 7 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Ridgewood Investments held 34,524 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.58M as of Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Ridgewood Investments position in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.64% of Ridgewood Investments's portfolio in Q1 2026, its #45 holding.
  • Ridgewood Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.