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

Strategies Wealth Advisors’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 		$164M Buy
3,593,551
+27,214
+0.8% +$1.28M 16.48% 1
2025
Q4 		$158M Buy
3,566,337
+191,757
+6% +$8.38M 15.87% 1
2025
Q3 		$144M Buy
3,374,580
+35,560
+1% +$1.47M 15.02% 1
2025
Q2 		$135M Buy
3,339,020
+31,841
+1% +$1.22M 14.76% 1
2025
Q1 		$120M Buy
3,307,179
+144,528
+5% +$5.22M 14.7% 1
2024
Q4 		$114M Buy
3,162,651
+510,701
+19% +$18.3M 14.2% 3
2024
Q3 		$99.6M Buy
2,651,950
+271,086
+11% +$9.79M 13.32% 3
2024
Q2 		$83.5M Buy
2,380,864
+398,502
+20% +$14.2M 12.16% 3
2024
Q1 		$71M Buy
1,982,362
+361,830
+22% +$12.4M 10.93% 3
2023
Q4 		$55.1M Buy
1,620,532
+1,072,169
+196% +$34M 9.41% 3
2023
Q3 		$17M Buy
548,363
+494,716
+922% +$16M 3.34% 10
2023
Q2 		$1.75M Sell
53,647
-299
-0.6% -$9.76K 0.36% 33
2023
Q1 		$1.73M Sell
53,946
-775
-1% -$24.5K 0.38% 32
2022
Q4 		$1.62M Buy
+54,721
New +$1.57M 0.4% 29
2022
Q2 		$1.56M Buy
54,125
+1,081
+2% +$34.2K 0.45% 32
2022
Q1 		$1.82M Hold
53,044
– – 0.49% 29
2021
Q4 		$1.94M Buy
+53,044
New +$1.95M 0.54% 32

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

Strategies Wealth Advisors's SPDW Position: Q1 2026 in Review

Strategies Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.76% in Q1 2026, buying an estimated $1.28M and bringing the position to 3,593,551 shares worth $164M. The position accounts for 16.48% of the portfolio, ranked #1.

Strategies Wealth Advisors first reported a position in SPDW in Q4 2021 and has held it in 17 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Strategies Wealth Advisors held 3,593,551 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $164M as of Q1 2026.
  • Strategies Wealth Advisors bought 27,214 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.28M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 16.48% of Strategies Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Strategies Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 17 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 Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.