SI
SPDW icon

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

Stephens Inc’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 		$864K Sell
18,936
-10
-0.1% -$469 0.01% 679
2025
Q4 		$841K Buy
18,946
+1
+0% +$44 0.01% 670
2025
Q3 		$811K Buy
18,945
+729
+4% +$30.2K 0.01% 695
2025
Q2 		$738K Buy
18,216
+1,317
+8% +$50.5K 0.01% 715
2025
Q1 		$615K Sell
16,899
-3,316
-16% -$120K 0.01% 744
2024
Q4 		$690K Buy
20,215
+2,272
+13% +$81.3K 0.01% 717
2024
Q3 		$674K Buy
17,943
+3,012
+20% +$109K 0.01% 724
2024
Q2 		$524K Buy
14,931
+4,161
+39% +$148K 0.01% 774
2024
Q1 		$386K Buy
10,770
+430
+4% +$14.8K 0.01% 919
2023
Q4 		$352K Buy
+10,340
New +$328K 0.01% 874

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

Stephens Inc's SPDW Position: Q1 2026 in Review

Stephens Inc reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.05% in Q1 2026, selling an estimated $469 and leaving 18,936 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #679.

Stephens Inc first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Stephens Inc held 18,936 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $864K as of Q1 2026.
  • Stephens Inc sold 10 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $469.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #679 holding.
  • Stephens Inc 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.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.