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

Strategic Wealth 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 		$955K Buy
20,916
+590
+3% +$27.7K 0.07% 151
2025
Q4 		$903K Buy
20,326
+2,515
+14% +$110K 0.06% 158
2025
Q3 		$762K Buy
17,811
+381
+2% +$15.8K 0.06% 182
2025
Q2 		$706K Buy
+17,430
New +$668K 0.06% 177
2024
Q4 		$575K Buy
15,649
+1,766
+13% +$63.2K 0.05% 193
2024
Q3 		$521K Buy
13,883
+662
+5% +$23.9K 0.05% 200
2024
Q2 		$464K Buy
13,221
+377
+3% +$13.4K 0.05% 202
2024
Q1 		$460K Buy
12,844
+181
+1% +$6.22K 0.05% 200
2023
Q4 		$431K Sell
12,663
-375
-3% -$11.9K 0.05% 203
2023
Q3 		$404K Sell
13,038
-204
-2% -$6.59K 0.05% 223
2023
Q2 		$431K Buy
13,242
+906
+7% +$29.6K 0.06% 216
2023
Q1 		$396K Sell
12,336
-1,730
-12% -$54.6K 0.06% 192
2022
Q4 		$418K Sell
14,066
-5,036
-26% -$145K 0.08% 184
2022
Q3 		$493K Sell
19,102
-2,458
-11% -$70.9K 0.1% 175
2022
Q2 		$622K Buy
21,560
+246
+1% +$7.79K 0.13% 147
2022
Q1 		$731K Buy
21,314
+743
+4% +$25.8K 0.14% 151
2021
Q4 		$750K Sell
20,571
-2,371
-10% -$87.2K 0.14% 166
2021
Q3 		$831K Sell
22,942
-1,437
-6% -$53.4K 0.24% 111
2021
Q2 		$897K Buy
24,379
+640
+3% +$23.7K 0.29% 91
2021
Q1 		$839K Buy
23,739
+1,280
+6% +$44.9K 0.33% 78
2020
Q4 		$758K Sell
22,459
-29,362
-57% -$925K 0.32% 81
2020
Q3 		$1.52M Sell
51,821
-7,436
-13% -$217K 0.77% 29
2020
Q2 		$1.64M Sell
59,257
-15,069
-20% -$394K 0.85% 32
2020
Q1 		$2.33M Hold
74,326
– – 1.21% 16
2019
Q4 		$2.33M Buy
74,326
+2,713
+4% +$82.6K 1.21% 16
2019
Q3 		$2.08K Buy
71,613
+2,285
+3% +$66.3K 0.01% 198
2019
Q2 		$2.05M Sell
69,328
-8,080
-10% -$238K 0.99% 18
2019
Q1 		$2.29M Buy
77,408
+13,581
+21% +$387K 1.05% 18
2018
Q4 		$1.77M Buy
63,827
+5,175
+9% +$146K 0.89% 20
2018
Q3 		$1.8M Buy
58,652
+4,837
+9% +$148K 0.96% 25
2018
Q2 		$1.64M Buy
53,815
+7,097
+15% +$224K 0.95% 18
2018
Q1 		$1.47M Buy
46,718
+46,589
+36,116% +$1.5M 0.76% 34
2017
Q4 		$5K Buy
+129
New +$4.02K ﹤0.01% 618

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 Wealth Partners's SPDW Position: Q1 2026 in Review

Strategic Wealth Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.9% in Q1 2026, buying an estimated $27.7K and bringing the position to 20,916 shares worth $955K. The position accounts for 0.07% of the portfolio, ranked #151.

Strategic Wealth Partners first reported a position in SPDW in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.33M in Q1 2020. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Strategic Wealth Partners held 20,916 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $955K as of Q1 2026.
  • Strategic Wealth Partners bought 590 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $27.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Strategic Wealth Partners's portfolio in Q1 2026, its #151 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 33 quarters since.
  • Strategic Wealth Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.33M in Q1 2020.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.