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Savvy Advisors Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Savvy Advisors Inc’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 		$3.05M Buy
66,780
+262
+0.4% +$12.3K 0.08% 188
2025
Q4 		$2.95M Buy
66,518
+23,653
+55% +$1.03M 0.1% 158
2025
Q3 		$1.83M Buy
42,865
+24,146
+129% +$1M 0.08% 170
2025
Q2 		$758K Buy
18,719
+1,915
+11% +$73.4K 0.05% 266
2025
Q1 		$612K Sell
16,804
-731
-4% -$26.4K 0.06% 250
2024
Q4 		$598K Buy
17,535
+1,161
+7% +$41.6K 0.07% 220
2024
Q3 		$615K Buy
16,374
+3,278
+25% +$118K 0.12% 159
2024
Q2 		$459K Buy
+13,096
New +$466K 0.15% 151

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

Savvy Advisors Inc's SPDW Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.39% in Q1 2026, buying an estimated $12.3K and bringing the position to 66,780 shares worth $3.05M. The position accounts for 0.08% of the portfolio, ranked #188.

Savvy Advisors Inc first reported a position in SPDW in Q2 2024 and has held it in 8 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Savvy Advisors Inc held 66,780 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.05M as of Q1 2026.
  • Savvy Advisors Inc bought 262 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $12.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q1 2026, its #188 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.