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

Smartleaf Asset 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	$4.86M	Buy	109,876 +4,314	+4%	+$202K	0.18%	105
2025 Q4	$4.71M	Buy	105,562 +4,585	+5%	+$200K	0.18%	99
2025 Q3	$4.31M	Buy	100,977 +5,878	+6%	+$244K	0.27%	71
2025 Q2	$3.84M	Sell	95,099 -3,746	-4%	-$144K	0.34%	58
2025 Q1	$3.63M	Sell	98,845 -6,766	-6%	-$244K	0.35%	59
2024 Q4	$3.61M	Buy	105,611 +4,091	+4%	+$146K	0.37%	49
2024 Q3	$3.83M	Sell	101,520 -28,049	-22%	-$1.01M	0.46%	41
2024 Q2	$4.54M	Buy	129,569 +5,132	+4%	+$183K	0.74%	22
2024 Q1	$4.47M	Buy	124,437 +9,587	+8%	+$329K	0.86%	19
2023 Q4	$3.91M	Buy	+114,850	New	+$3.65M	1.04%	14

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

Smartleaf Asset Management's SPDW Position: Q1 2026 in Review

Smartleaf Asset Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.1% in Q1 2026, buying an estimated $202K and bringing the position to 109,876 shares worth $4.86M. The position accounts for 0.18% of the portfolio, ranked #105.

Smartleaf Asset Management first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Smartleaf Asset Management held 109,876 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.86M as of Q1 2026.
Smartleaf Asset Management bought 4,314 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $202K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Smartleaf Asset Management's portfolio in Q1 2026, its #105 holding.
Smartleaf Asset Management 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.
1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.