SSW
SPDW icon

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

Stone Summit Wealth’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 		$766K Buy
16,779
+468
+3% +$22K 0.21% 76
2025
Q4 		$724K Buy
16,311
+916
+6% +$40K 0.2% 77
2025
Q3 		$659K Sell
15,395
-1,110
-7% -$46K 0.19% 85
2025
Q2 		$668K Sell
16,505
-1,519
-8% -$58.2K 0.21% 84
2025
Q1 		$656K Sell
18,024
-459
-2% -$16.6K 0.22% 80
2024
Q4 		$631K Sell
18,483
-157
-0.8% -$5.62K 0.21% 86
2024
Q3 		$700K Sell
18,640
-125
-0.7% -$4.51K 0.23% 82
2024
Q2 		$658K Buy
18,765
+82
+0.4% +$2.92K 0.24% 79
2024
Q1 		$670K Sell
18,683
-335
-2% -$11.5K 0.23% 85
2023
Q4 		$647K Buy
19,018
+1,640
+9% +$52.1K 0.25% 87
2023
Q3 		$539K Buy
17,378
+143
+0.8% +$4.62K 0.23% 92
2023
Q2 		$561K Buy
17,235
+424
+3% +$13.8K 0.23% 88
2023
Q1 		$540K Sell
16,811
-4,042
-19% -$128K 0.24% 85
2022
Q4 		$619K Sell
20,853
-3,280
-14% -$94.1K 0.3% 81
2022
Q3 		$623K Sell
24,133
-4,255
-15% -$123K 0.38% 71
2022
Q2 		$819K Sell
28,388
-1,691
-6% -$53.5K 0.49% 62
2022
Q1 		$1.04M Sell
30,079
-1,658
-5% -$57.5K 0.58% 56
2021
Q4 		$1.16M Buy
+31,737
New +$1.17M 0.94% 41

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 Summit Wealth's SPDW Position: Q1 2026 in Review

Stone Summit Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.9% in Q1 2026, buying an estimated $22K and bringing the position to 16,779 shares worth $766K. The position accounts for 0.21% of the portfolio, ranked #76.

Stone Summit Wealth first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q4 2021. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Stone Summit Wealth held 16,779 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $766K as of Q1 2026.
  • Stone Summit Wealth bought 468 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $22K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Stone Summit Wealth's portfolio in Q1 2026, its #76 holding.
  • Stone Summit Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.16M in Q4 2021.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.