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

Strategic Financial 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 		$16.7M Buy
365,369
+40,713
+13% +$1.91M 7.2% 3
2025
Q4 		$14.4M Buy
324,656
+5,494
+2% +$240K 6.24% 4
2025
Q3 		$13.7M Sell
319,162
-6,239
-2% -$259K 6.25% 4
2025
Q2 		$13.2M Sell
325,401
-155,577
-32% -$5.96M 6.12% 4
2025
Q1 		$17.5M Buy
480,978
+145,208
+43% +$5.25M 9.22% 4
2024
Q4 		$11.5M Buy
335,770
+15,677
+5% +$561K 5.85% 4
2024
Q3 		$12M Sell
320,093
-79,241
-20% -$2.86M 6.14% 4
2024
Q2 		$14M Buy
399,334
+7,866
+2% +$280K 7.71% 3
2024
Q1 		$14M Sell
391,468
-101,433
-21% -$3.48M 7.77% 3
2023
Q4 		$16.8M Buy
492,901
+101,230
+26% +$3.21M 9.74% 3
2023
Q3 		$12.1M Sell
391,671
-186,218
-32% -$6.01M 7.37% 4
2023
Q2 		$18.8M Buy
577,889
+211,998
+58% +$6.92M 10.71% 2
2023
Q1 		$11.8M Buy
365,891
+48,943
+15% +$1.54M 7.2% 5
2022
Q4 		$9.41M Buy
316,948
+13,164
+4% +$378K 5.74% 7
2022
Q3 		$7.84M Sell
303,784
-98,679
-25% -$2.84M 4.99% 9
2022
Q2 		$11.6M Sell
402,463
-4,024
-1% -$127K 6.78% 6
2022
Q1 		$13.9M Sell
406,487
-314,026
-44% -$10.9M 7.1% 4
2021
Q4 		$26.3M Buy
720,513
+133,438
+23% +$4.91M 12.91% 3
2021
Q3 		$21.3M Buy
587,075
+22,211
+4% +$825K 11.43% 3
2021
Q2 		$20.8M Buy
564,864
+76,116
+16% +$2.82M 11.47% 3
2021
Q1 		$17.3M Buy
488,748
+70,106
+17% +$2.46M 10.25% 3
2020
Q4 		$14.1M Buy
418,642
+213,348
+104% +$6.72M 9.24% 3
2020
Q3 		$6.01M Sell
205,294
-46,515
-18% -$1.36M 4.7% 7
2020
Q2 		$6.96M Sell
251,809
-38,458
-13% -$1.01M 5.76% 6
2020
Q1 		$6.95M Sell
290,267
-83,100
-22% -$2.38M 7.39% 4
2019
Q4 		$11.7M Buy
+373,367
New +$11.4M 9.58% 2

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

Strategic Financial Partners's SPDW Position: Q1 2026 in Review

Strategic Financial Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 13% in Q1 2026, buying an estimated $1.91M and bringing the position to 365,369 shares worth $16.7M. The position accounts for 7.2% of the portfolio, ranked #3.

Strategic Financial Partners first reported a position in SPDW in Q4 2019 and has held it in 26 quarters since. The position peaked at $26.3M in Q4 2021. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Strategic Financial Partners held 365,369 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $16.7M as of Q1 2026.
  • Strategic Financial Partners bought 40,713 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.91M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 7.2% of Strategic Financial Partners's portfolio in Q1 2026, its #3 holding.
  • Strategic Financial Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $26.3M in Q4 2021.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.