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

Seneca Financial 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	$1.26M	Hold	27,609	–	–	0.37%	31
2025 Q4	$1.23M	Buy	27,609 +477	+2%	+$20.8K	0.37%	33
2025 Q3	$1.16M	Buy	27,132 +106	+0.4%	+$4.39K	0.38%	33
2025 Q2	$1.09M	Buy	27,026 +443	+2%	+$17K	0.42%	35
2025 Q1	$968K	Buy	+26,583	New	+$961K	0.47%	33
2023 Q1	–	Sell	-11,016	Closed	-$327K	–	57
2022 Q4	$327K	Buy	11,016 +3,044	+38%	+$87.4K	0.21%	37
2022 Q3	$206K	Buy	+7,972	New	+$230K	0.15%	43

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

Seneca Financial Advisors's SPDW Position: Q1 2026 in Review

Seneca Financial Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 27,609 shares worth $1.26M. The position accounts for 0.37% of the portfolio, ranked #31.

Seneca Financial Advisors first reported a position in SPDW in Q3 2022 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Seneca Financial Advisors held 27,609 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.26M as of Q1 2026.
Seneca Financial Advisors 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 0.37% of Seneca Financial Advisors's portfolio in Q1 2026, its #31 holding.
Seneca Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 7 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 Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.