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Stone House Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Stone House Investment 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 		$50.2K Buy
1,100
+13
+1% +$610 0.01% 180
2025
Q4 		$48.3K Buy
1,087
+157
+17% +$6.86K 0.01% 172
2025
Q3 		$39.8K Buy
+930
New +$38.5K 0.01% 169
2019
Q4 		– Sell
-41,038
Closed -$1.21M – 45
2019
Q3 		$1.21M Buy
41,038
+2,502
+6% +$72.6K 0.6% 28
2019
Q2 		$1.14M Buy
38,536
+305
+0.8% +$8.98K 0.6% 25
2019
Q1 		$1.12M Buy
38,231
+4,096
+12% +$117K 0.58% 30
2018
Q4 		$903K Buy
34,135
+8,649
+34% +$244K 0.57% 29
2018
Q3 		$784K Buy
+25,486
New +$778K 0.45% 31

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

Stone House Investment Management's SPDW Position: Q1 2026 in Review

Stone House Investment Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q1 2026, buying an estimated $610 and bringing the position to 1,100 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #180.

Stone House Investment Management first reported a position in SPDW in Q3 2018 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2019. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Stone House Investment Management held 1,100 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $50.2K as of Q1 2026.
  • Stone House Investment Management bought 13 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $610.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #180 holding.
  • Stone House Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 8 quarters since.
  • Stone House Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.21M in Q3 2019.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.