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Safe Harbor Fiduciary’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-1,461
Closed -$64.9K – 168
2025
Q4 		$64.9K Buy
+1,461
New +$63.8K 0.06% 91
2025
Q2 		$56K Buy
1,382
+195
+16% +$7.48K 0.05% 109
2025
Q1 		$43.2K Buy
1,187
+5
+0.4% +$181 0.04% 105
2024
Q4 		$40.3K Buy
1,182
+36
+3% +$1.29K 0.04% 105
2024
Q3 		$43K Buy
+1,146
New +$41.4K 0.04% 105

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

Safe Harbor Fiduciary's SPDW Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 1,461 shares — an estimated $64.9K sold.

Safe Harbor Fiduciary first reported a position in SPDW in Q3 2024 and held it in 5 quarters. The position peaked at $64.9K in Q4 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 1,461 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $64.9K.
  • Safe Harbor Fiduciary first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $64.9K 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 Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.