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Stevens Capital Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Stevens Capital Partners’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 		$3.85M Buy
84,289
+39,808
+89% +$1.87M 0.93% 28
2025
Q4 		$1.98M Buy
44,481
+3,863
+10% +$169K 0.52% 40
2025
Q3 		$1.74M Buy
40,618
+5,293
+15% +$219K 0.52% 40
2025
Q2 		$1.44M Sell
35,325
-2,611
-7% -$100K 0.52% 38
2025
Q1 		$1.38M Sell
37,936
-8,540
-18% -$309K 0.65% 30
2024
Q4 		$1.59M Sell
46,476
-3,324
-7% -$119K 0.72% 24
2024
Q3 		$1.87M Buy
49,800
+1,686
+4% +$60.9K 0.89% 22
2024
Q2 		$1.69M Buy
48,114
+244
+0.5% +$8.68K 0.87% 22
2024
Q1 		$1.72M Buy
47,870
+6,208
+15% +$213K 1.02% 21
2023
Q4 		$1.42M Sell
41,662
-2,199
-5% -$69.8K 0.99% 21
2023
Q3 		$1.36M Buy
43,861
+4,672
+12% +$151K 1.09% 19
2023
Q2 		$1.28M Sell
39,189
-929
-2% -$30.3K 0.99% 22
2023
Q1 		$1.29M Sell
40,118
-7,413
-16% -$234K 1.08% 21
2022
Q4 		$1.41M Buy
+47,531
New +$1.36M 1.25% 19

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

Stevens Capital Partners's SPDW Position: Q1 2026 in Review

Stevens Capital Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 89% in Q1 2026, buying an estimated $1.87M and bringing the position to 84,289 shares worth $3.85M. The position accounts for 0.93% of the portfolio, ranked #28.

Stevens Capital Partners first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Stevens Capital Partners held 84,289 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.85M as of Q1 2026.
  • Stevens Capital Partners bought 39,808 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.87M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.93% of Stevens Capital Partners's portfolio in Q1 2026, its #28 holding.
  • Stevens Capital Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 14 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 Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.