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

Seaside Wealth Management’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	$1.27M	Hold	27,878	–	–	0.36%	21
2025 Q4	$1.24M	Buy	27,878 +374	+1%	+$16.3K	0.35%	22
2025 Q3	$1.18M	Sell	27,504 -55	-0.2%	-$2.28K	0.35%	25
2025 Q2	$1.12M	Buy	27,559 +345	+1%	+$13.2K	0.36%	25
2025 Q1	$991K	Hold	27,214	–	–	0.35%	22
2024 Q4	$929K	Buy	27,214 +283	+1%	+$10.1K	0.34%	22
2024 Q3	$1.01M	Hold	26,931	–	–	0.38%	21
2024 Q2	$945K	Buy	26,931 +352	+1%	+$12.5K	0.39%	21
2024 Q1	$953K	Hold	26,579	–	–	0.41%	20
2023 Q4	$904K	Sell	26,579 -2,044	-7%	-$64.9K	0.41%	20
2023 Q3	$888K	Sell	28,623 -218	-0.8%	-$7.04K	0.45%	19
2023 Q2	$938K	Buy	28,841 +355	+1%	+$11.6K	0.49%	19
2023 Q1	$914K	Hold	28,486	–	–	0.56%	19
2022 Q4	$846K	Buy	28,486 +1,392	+5%	+$40K	0.56%	19
2022 Q3	$740K	Sell	27,094 -2,168	-7%	-$62.5K	0.51%	23
2022 Q2	$890K	Buy	+29,262	New	+$926K	0.67%	20

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Seaside Wealth Management's SPDW Position: Q1 2026 in Review

Seaside Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 27,878 shares worth $1.27M. The position accounts for 0.36% of the portfolio, ranked #21.

Seaside Wealth Management first reported a position in SPDW in Q2 2022 and has held it in 16 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Seaside Wealth Management held 27,878 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.27M as of Q1 2026.
Seaside Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.36% of Seaside Wealth Management's portfolio in Q1 2026, its #21 holding.
Seaside Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 16 quarters since.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.