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

Shepherd Financial Partners’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	$593K	Hold	12,998	–	–	0.06%	147
2025 Q4	$577K	Hold	12,998	–	–	0.05%	149
2025 Q3	$556K	Hold	12,998	–	–	0.05%	152
2025 Q2	$526K	Hold	12,998	–	–	0.06%	154
2025 Q1	$473K	Hold	12,998	–	–	0.06%	158
2024 Q4	$444K	Hold	12,998	–	–	0.05%	151
2024 Q3	$488K	Hold	12,998	–	–	0.06%	147
2024 Q2	$456K	Hold	12,998	–	–	0.06%	151
2024 Q1	$466K	Hold	12,998	–	–	0.06%	155
2023 Q4	$442K	Buy	+12,998	New	+$413K	0.06%	149

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

Shepherd Financial Partners's SPDW Position: Q1 2026 in Review

Shepherd Financial Partners held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 12,998 shares worth $593K. The position accounts for 0.06% of the portfolio, ranked #147.

Shepherd Financial Partners first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Shepherd Financial Partners held 12,998 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $593K as of Q1 2026.
Shepherd Financial Partners 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 0.06% of Shepherd Financial Partners's portfolio in Q1 2026, its #147 holding.
Shepherd Financial Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 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 Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.