Roble Belko & Company’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Roble Belko & Company’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	$11.9M	Sell	260,037 -16,237	-6%	-$762K	1.51%	18
2025 Q4	$12.3M	Buy	276,274 +1,490	+0.5%	+$65.1K	1.61%	17
2025 Q3	$11.8M	Buy	274,784 +55,850	+26%	+$2.31M	1.59%	17
2025 Q2	$8.87M	Buy	218,934 +5,110	+2%	+$196K	1.29%	23
2025 Q1	$7.79M	Sell	213,824 -14,757	-6%	-$533K	1.24%	21
2024 Q4	$7.8M	Buy	228,581 +1,784	+0.8%	+$63.9K	1.24%	22
2024 Q3	$8.52M	Sell	226,797 -33,073	-13%	-$1.19M	1.34%	20
2024 Q2	$9.12M	Buy	+259,870	New	+$9.24M	1.53%	18
2024 Q1	–	Sell	-6,392	Closed	-$217K	–	364
2023 Q4	$217K	Hold	6,392	–	–	0.04%	86
2023 Q3	$198K	Hold	6,392	–	–	0.04%	87
2023 Q2	$208K	Hold	6,392	–	–	0.04%	86
2023 Q1	$205K	Hold	6,392	–	–	0.04%	91
2022 Q4	$190K	Hold	6,392	–	–	0.04%	96
2022 Q3	$165K	Hold	6,392	–	–	0.04%	99
2022 Q2	$184K	Hold	6,392	–	–	0.04%	98
2022 Q1	$219K	Hold	6,392	–	–	0.04%	97
2021 Q4	$233K	Buy	+6,392	New	+$235K	0.04%	95

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

Roble Belko & Company's SPDW Position: Q1 2026 in Review

Roble Belko & Company reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.9% in Q1 2026, selling an estimated $762K and leaving 260,037 shares worth $11.9M. The position accounts for 1.51% of the portfolio, ranked #18.

Roble Belko & Company first reported a position in SPDW in Q4 2021 and has held it in 17 quarters since. The position peaked at $12.3M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Roble Belko & Company held 260,037 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11.9M as of Q1 2026.
Roble Belko & Company sold 16,237 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $762K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.51% of Roble Belko & Company's portfolio in Q1 2026, its #18 holding.
Roble Belko & Company first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 17 quarters since.
Roble Belko & Company's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $12.3M in Q4 2025.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.