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

Simplicity Wealth’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 		$11.5M Buy
251,409
+45,113
+22% +$2.12M 0.65% 28
2025
Q4 		$9.16M Sell
206,296
-40,833
-17% -$1.78M 0.55% 35
2025
Q3 		$10.6M Sell
247,129
-108,792
-31% -$4.51M 0.61% 27
2025
Q2 		$14.4M Buy
355,921
+239,620
+206% +$9.19M 0.6% 30
2025
Q1 		$4.23M Buy
116,301
+9,770
+9% +$353K 0.33% 64
2024
Q4 		$3.64M Sell
106,531
-96,351
-47% -$3.45M 0.76% 26
2024
Q3 		$7.62M Sell
202,882
-56,703
-22% -$2.05M 0.71% 31
2024
Q2 		$9.11M Buy
259,585
+19,986
+8% +$711K 0.21% 98
2024
Q1 		$8.59M Buy
239,599
+219,096
+1,069% +$7.53M 0.2% 98
2023
Q4 		$697K Buy
20,503
+10,691
+109% +$339K 0.27% 58
2023
Q3 		$304K Sell
9,812
-5,787
-37% -$187K 0.18% 66
2023
Q2 		$508K Buy
15,599
+8,844
+131% +$289K 0.32% 49
2023
Q1 		$217K Buy
+6,755
New +$213K 0.14% 61
2022
Q4 		– Sell
-87,183
Closed -$2.25M – 80
2022
Q3 		$2.25M Buy
87,183
+3,976
+5% +$115K 3.02% 10
2022
Q2 		$2.4M Sell
83,207
-43,026
-34% -$1.36M 3.5% 9
2022
Q1 		$4.33M Sell
126,233
-44,698
-26% -$1.55M 4.21% 6
2021
Q4 		$6.24M Buy
+170,931
New +$6.29M 3.36% 8

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

Simplicity Wealth's SPDW Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 22% in Q1 2026, buying an estimated $2.12M and bringing the position to 251,409 shares worth $11.5M. The position accounts for 0.65% of the portfolio, ranked #28.

Simplicity Wealth first reported a position in SPDW in Q4 2021 and has held it in 17 quarters since. The position peaked at $14.4M in Q2 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Simplicity Wealth held 251,409 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11.5M as of Q1 2026.
  • Simplicity Wealth bought 45,113 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.12M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.65% of Simplicity Wealth's portfolio in Q1 2026, its #28 holding.
  • Simplicity Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 17 quarters since.
  • Simplicity Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $14.4M in Q2 2025.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.