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

SkyOak 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 		$3.4M Buy
74,400
+522
+0.7% +$24.5K 0.62% 41
2025
Q4 		$3.28M Buy
73,878
+85
+0.1% +$3.71K 0.59% 42
2025
Q3 		$3.16M Sell
73,793
-5,915
-7% -$245K 0.6% 43
2025
Q2 		$3.23M Sell
79,708
-2,960
-4% -$113K 0.65% 42
2025
Q1 		$3.01M Sell
82,668
-3,059
-4% -$111K 0.66% 39
2024
Q4 		$2.93M Buy
85,727
+2,106
+3% +$75.4K 0.63% 42
2024
Q3 		$3.14M Buy
83,621
+3,776
+5% +$136K 0.7% 40
2024
Q2 		$2.8M Buy
79,845
+577
+0.7% +$20.5K 0.65% 40
2024
Q1 		$2.84M Buy
79,268
+3,755
+5% +$129K 0.68% 37
2023
Q4 		$2.57M Buy
75,513
+1,760
+2% +$55.9K 0.67% 35
2023
Q3 		$2.29M Buy
73,753
+383
+0.5% +$12.4K 0.67% 38
2023
Q2 		$2.39M Buy
73,370
+4,359
+6% +$142K 0.67% 40
2023
Q1 		$2.22M Sell
69,011
-229
-0.3% -$7.23K 0.68% 41
2022
Q4 		$2.06M Buy
69,240
+13,987
+25% +$401K 0.69% 40
2022
Q3 		$1.43M Sell
55,253
-19,798
-26% -$571K 0.51% 54
2022
Q2 		$2.16M Sell
75,051
-8,835
-11% -$280K 0.74% 40
2022
Q1 		$2.88M Sell
83,886
-871
-1% -$30.2K 0.8% 36
2021
Q4 		$3.09M Buy
84,757
+4,218
+5% +$155K 0.79% 35
2021
Q3 		$2.92M Buy
80,539
+782
+1% +$29K 0.79% 34
2021
Q2 		$2.93M Buy
79,757
+52
+0.1% +$1.93K 0.79% 31
2021
Q1 		$2.94M Sell
79,705
-20,486
-20% -$718K 0.82% 32
2020
Q4 		$3.38M Sell
100,191
-3,118
-3% -$98.3K 1.05% 28
2020
Q3 		$3.02M Buy
103,309
+555
+0.5% +$16.2K 1.09% 25
2020
Q2 		$2.84M Sell
102,754
-6,642
-6% -$174K 1.05% 23
2020
Q1 		$2.62M Sell
109,396
-9,645
-8% -$276K 1.34% 17
2019
Q4 		$3.73M Buy
+119,041
New +$3.62M 1.16% 18

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

SkyOak Wealth's SPDW Position: Q1 2026 in Review

SkyOak Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.71% in Q1 2026, buying an estimated $24.5K and bringing the position to 74,400 shares worth $3.4M. The position accounts for 0.62% of the portfolio, ranked #41.

SkyOak Wealth first reported a position in SPDW in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.73M in Q4 2019. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • SkyOak Wealth held 74,400 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.4M as of Q1 2026.
  • SkyOak Wealth bought 522 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $24.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.62% of SkyOak Wealth's portfolio in Q1 2026, its #41 holding.
  • SkyOak Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.73M in Q4 2019.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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