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Schneider Downs Wealth Management Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$82.4M Buy
1,804,741
+30,650
+2% +$1.44M 9.09% 2
2025
Q4 		$78.8M Buy
1,774,091
+48,826
+3% +$2.13M 8.88% 2
2025
Q3 		$73.8M Buy
1,725,265
+46,411
+3% +$1.92M 8.76% 2
2025
Q2 		$68M Buy
1,678,854
+102,590
+7% +$3.93M 10.16% 1
2025
Q1 		$57.4M Buy
1,576,264
+109,102
+7% +$3.94M 10.4% 2
2024
Q4 		$50.1M Buy
1,467,162
+109,349
+8% +$3.92M 9.42% 2
2024
Q3 		$51M Buy
1,357,813
+46,732
+4% +$1.69M 10.44% 2
2024
Q2 		$46M Buy
1,311,081
+33,821
+3% +$1.2M 10.23% 2
2024
Q1 		$45.8M Buy
1,277,260
+104,918
+9% +$3.6M 10.55% 1
2023
Q4 		$39.9M Buy
1,172,342
+152,269
+15% +$4.83M 10.37% 1
2023
Q3 		$31.6M Buy
1,020,073
+199,924
+24% +$6.46M 7.33% 3
2023
Q2 		$26.7M Buy
820,149
+166,196
+25% +$5.42M 6.1% 3
2023
Q1 		$21M Buy
653,953
+45,157
+7% +$1.43M 4.31% 4
2022
Q4 		$18.1M Buy
608,796
+328,961
+118% +$9.44M 3.96% 4
2022
Q3 		$7.22M Sell
279,835
-46,281
-14% -$1.33M 2.12% 9
2022
Q2 		$9.4M Buy
326,116
+122,821
+60% +$3.89M 2.63% 9
2022
Q1 		$6.97M Buy
203,295
+31,118
+18% +$1.08M 1.78% 12
2021
Q4 		$6.28M Buy
172,177
+17,926
+12% +$659K 1.5% 14
2021
Q3 		$5.58M Buy
154,251
+4,995
+3% +$185K 1.44% 13
2021
Q2 		$5.49M Buy
149,256
+8,291
+6% +$308K 1.42% 12
2021
Q1 		$4.99M Buy
140,965
+5,343
+4% +$187K 1.22% 13
2020
Q4 		$4.58M Buy
135,622
+211
+0.2% +$6.65K 1.27% 13
2020
Q3 		$3.96M Sell
135,411
-15,024
-10% -$439K 1.33% 13
2020
Q2 		$4.16M Sell
150,435
-642,846
-81% -$16.8M 1.42% 12
2020
Q1 		$19M Buy
+793,281
New +$22.7M 6.96% 2

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

Schneider Downs Wealth Management Advisors's SPDW Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.7% in Q1 2026, buying an estimated $1.44M and bringing the position to 1,804,741 shares worth $82.4M. The position accounts for 9.09% of the portfolio, ranked #2.

Schneider Downs Wealth Management Advisors first reported a position in SPDW in Q1 2020 and has held it in 25 quarters since. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 1,804,741 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $82.4M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors bought 30,650 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.44M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 9.09% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #2 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.