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

SNS Financial Group’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 		$1.99M Hold
43,537
– – 0.17% 54
2025
Q4 		$1.93M Hold
43,537
– – 0.17% 56
2025
Q3 		$1.86M Sell
43,537
-302
-0.7% -$12.5K 0.16% 53
2025
Q2 		$1.78M Buy
43,839
+1,530
+4% +$58.7K 0.17% 52
2025
Q1 		$1.54M Sell
42,309
-1,537
-4% -$55.5K 0.16% 61
2024
Q4 		$1.5M Sell
43,846
-518
-1% -$18.5K 0.15% 61
2024
Q3 		$1.67M Hold
44,364
– – 0.17% 59
2024
Q2 		$1.56M Hold
44,364
– – 0.17% 60
2024
Q1 		$1.59M Hold
44,364
– – 0.17% 57
2023
Q4 		$1.51M Hold
44,364
– – 0.18% 58
2023
Q3 		$1.38M Sell
44,364
-2,748
-6% -$88.7K 0.18% 63
2023
Q2 		$1.53M Sell
47,112
-39,468
-46% -$1.29M 0.2% 59
2023
Q1 		$2.78M Sell
86,580
-11,549
-12% -$365K 0.36% 41
2022
Q4 		$2.91M Buy
98,129
+39,820
+68% +$1.14M 0.39% 41
2022
Q3 		$1.5M Buy
58,309
+234
+0.4% +$6.75K 0.22% 64
2022
Q2 		$1.68M Sell
58,075
-792
-1% -$25.1K 0.22% 61
2022
Q1 		$2.02M Sell
58,867
-28,677
-33% -$995K 0.22% 62
2021
Q4 		$3.19M Buy
87,544
+37,529
+75% +$1.38M 0.34% 47
2021
Q3 		$1.81M Sell
50,015
-178
-0.4% -$6.61K 0.22% 65
2021
Q2 		$1.85M Buy
50,193
+2,290
+5% +$85K 0.23% 60
2021
Q1 		$1.69M Buy
47,903
+194
+0.4% +$6.8K 0.23% 64
2020
Q4 		$1.61M Sell
47,709
-864
-2% -$27.2K 0.23% 61
2020
Q3 		$1.42M Sell
48,573
-32
-0.1% -$934 0.22% 64
2020
Q2 		$1.34M Sell
48,605
-8,482
-15% -$222K 0.24% 61
2020
Q1 		$1.37M Sell
57,087
-6,791
-11% -$194K 0.26% 69
2019
Q4 		$2M Sell
63,878
-1,299
-2% -$39.6K 0.35% 49
2019
Q3 		$1.91M Sell
65,177
-2,262
-3% -$65.6K 0.36% 48
2019
Q2 		$2M Buy
67,439
+2,363
+4% +$69.6K 0.38% 47
2019
Q1 		$1.9M Buy
65,076
+493
+0.8% +$14K 0.42% 44
2018
Q4 		$1.71M Buy
64,583
+28,632
+80% +$807K 0.42% 48
2018
Q3 		$1.11M Buy
35,951
+13,078
+57% +$399K 0.27% 65
2018
Q2 		$695K Buy
22,873
+13,274
+138% +$420K 0.18% 79
2018
Q1 		$302K Buy
+9,599
New +$308K 0.08% 122

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

SNS Financial Group's SPDW Position: Q1 2026 in Review

SNS Financial Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 43,537 shares worth $1.99M. The position accounts for 0.17% of the portfolio, ranked #54.

SNS Financial Group first reported a position in SPDW in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.19M in Q4 2021. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • SNS Financial Group held 43,537 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.99M as of Q1 2026.
  • SNS Financial Group 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 0.17% of SNS Financial Group's portfolio in Q1 2026, its #54 holding.
  • SNS Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 33 quarters since.
  • SNS Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.19M in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.