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

Spartan Planning & 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	$5.02M	Sell	109,908 -68,208	-38%	-$3.2M	3.71%	13
2025 Q4	$7.91M	Sell	178,116 -10,456	-6%	-$457K	5.84%	6
2025 Q3	$8.07M	Buy	188,572 +6,904	+4%	+$286K	6.3%	4
2025 Q2	$7.36M	Buy	181,668 +17,620	+11%	+$675K	6.3%	5
2025 Q1	$5.97M	Buy	164,048 +108,053	+193%	+$3.9M	5.79%	4
2024 Q4	$1.91M	Buy	+55,995	New	+$2M	1.75%	17
2023 Q4	$3.5M	Sell	102,983 -97,745	-49%	-$3.1M	3.73%	10
2023 Q3	$6.22M	Buy	+200,728	New	+$6.48M	7.29%	3
2022 Q4	$5.37M	Buy	180,886 +118,037	+188%	+$3.39M	6.69%	4
2022 Q3	$1.62M	Buy	62,849 +10,482	+20%	+$302K	2.12%	7
2022 Q2	$1.51M	Buy	52,367 +4,469	+9%	+$141K	2.02%	6
2022 Q1	$1.64M	Buy	+47,898	New	+$1.66M	2.05%	11

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

Spartan Planning & Wealth Management's SPDW Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 38% in Q1 2026, selling an estimated $3.2M and leaving 109,908 shares worth $5.02M. The position accounts for 3.71% of the portfolio, ranked #13.

Spartan Planning & Wealth Management first reported a position in SPDW in Q1 2022 and has held it in 12 quarters since. The position peaked at $8.07M in Q3 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Spartan Planning & Wealth Management held 109,908 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.02M as of Q1 2026.
Spartan Planning & Wealth Management sold 68,208 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $3.2M.
State Street SPDR Portfolio Developed World ex-US ETF made up 3.71% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #13 holding.
Spartan Planning & Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 12 quarters since.
Spartan Planning & Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.07M in Q3 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 Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.