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

Root Financial Partners’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 		$267K Buy
5,859
+296
+5% +$13.9K 0.01% 278
2025
Q4 		$247K Buy
5,563
+2,732
+97% +$119K 0.01% 260
2025
Q3 		$121K Buy
+2,831
New +$117K 0.01% 386

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

Root Financial Partners's SPDW Position: Q1 2026 in Review

Root Financial Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.3% in Q1 2026, buying an estimated $13.9K and bringing the position to 5,859 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #278.

Root Financial Partners first reported a position in SPDW in Q3 2025 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Root Financial Partners held 5,859 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $267K as of Q1 2026.
  • Root Financial Partners bought 296 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $13.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #278 holding.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.