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

SHP 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 		$4.88K Buy
107
+102
+2,040% +$4.79K ﹤0.01% 1077
2025
Q4 		$222 Buy
+5
New +$218 ﹤0.01% 1461

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 $445B AUM 25.58% 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 $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SHP Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2,040% in Q1 2026, buying an estimated $4.79K and bringing the position to 107 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

SHP Wealth Management first reported a position in SPDW in Q4 2025 and has held it in 2 quarters since. 1,200 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • SHP Wealth Management held 107 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.88K as of Q1 2026.
  • SHP Wealth Management bought 102 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $4.79K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1077 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,200 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.