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

Sterling 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	$1.46M	Hold	31,918	–	–	0.4%	34
2025 Q4	$1.42M	Sell	31,918 -1,805	-5%	-$78.9K	0.4%	33
2025 Q3	$1.44M	Hold	33,723	–	–	0.44%	36
2025 Q2	$1.37M	Buy	+33,723	New	+$1.29M	0.47%	34
2024 Q4	$1.13M	Sell	33,170 -777	-2%	-$27.8K	0.42%	37
2024 Q3	$1.28M	Sell	33,947 -695	-2%	-$25.1K	0.48%	36
2024 Q2	$1.22M	Buy	34,642 +598	+2%	+$21.3K	0.58%	31
2024 Q1	$1.22M	Hold	34,044	–	–	0.61%	28
2023 Q4	$1.16M	Buy	+34,044	New	+$1.08M	0.65%	22

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

Sterling Wealth Management's SPDW Position: Q1 2026 in Review

Sterling Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 31,918 shares worth $1.46M. The position accounts for 0.4% of the portfolio, ranked #34.

Sterling Wealth Management first reported a position in SPDW in Q4 2023 and has held it in 9 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Sterling Wealth Management held 31,918 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.46M as of Q1 2026.
Sterling Wealth Management 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 0.4% of Sterling Wealth Management's portfolio in Q1 2026, its #34 holding.
Sterling Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 9 quarters since.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.