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Salomon & Ludwin’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Salomon & Ludwin’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 		$9.2M Buy
199,594
+19,279
+11% +$905K 0.82% 31
2025
Q4 		$7.97M Buy
180,315
+15,016
+9% +$656K 0.7% 36
2025
Q3 		$7.2M Buy
165,299
+59,607
+56% +$2.47M 0.65% 37
2025
Q2 		$4.33M Buy
105,692
+31,218
+42% +$1.2M 0.43% 46
2025
Q1 		$2.72M Buy
74,474
+34,675
+87% +$1.25M 0.29% 60
2024
Q4 		$1.36M Buy
39,799
+2,148
+6% +$76.9K 0.14% 68
2024
Q3 		$1.41M Buy
37,651
+743
+2% +$26.8K 0.14% 70
2024
Q2 		$1.29M Buy
36,908
+5,979
+19% +$213K 0.14% 72
2024
Q1 		$1.11M Buy
30,929
+3,422
+12% +$118K 0.1% 88
2023
Q4 		$853K Hold
27,507
– – 0.09% 86
2023
Q3 		$853K Buy
27,507
+3,412
+14% +$110K 0.09% 86
2023
Q2 		$784K Sell
24,095
-35
-0.1% -$1.14K 0.08% 89
2023
Q1 		$775K Buy
24,130
+445
+2% +$14K 0.09% 84
2022
Q4 		$703K Buy
23,685
+8,846
+60% +$254K 0.09% 87
2022
Q3 		$383K Buy
14,839
+1,705
+13% +$49.2K 0.06% 106
2022
Q2 		$379K Buy
13,134
+1,484
+13% +$47K 0.06% 94
2022
Q1 		$399K Buy
11,650
+5,780
+98% +$201K 0.06% 75
2021
Q4 		$214K Buy
+5,870
New +$216K 0.03% 106
2020
Q2 		– Sell
-2,676
Closed -$64K – 197
2020
Q1 		$64K Buy
2,676
+61
+2% +$1.75K 0.02% 82
2019
Q4 		$82K Buy
2,615
+1,139
+77% +$34.7K 0.02% 88
2019
Q3 		$43K Buy
+1,476
New +$42.8K 0.01% 99

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

Salomon & Ludwin's SPDW Position: Q1 2026 in Review

Salomon & Ludwin increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q1 2026, buying an estimated $905K and bringing the position to 199,594 shares worth $9.2M. The position accounts for 0.82% of the portfolio, ranked #31.

Salomon & Ludwin first reported a position in SPDW in Q3 2019 and has held it in 21 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Salomon & Ludwin held 199,594 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.2M as of Q1 2026.
  • Salomon & Ludwin bought 19,279 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $905K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.82% of Salomon & Ludwin's portfolio in Q1 2026, its #31 holding.
  • Salomon & Ludwin first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 21 quarters since.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.