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

Stratos 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	$55.8M	Buy	1,222,405 +10,780	+0.9%	+$506K	0.63%	27
2025 Q4	$53.8M	Buy	1,211,625 +25,172	+2%	+$1.1M	0.61%	26
2025 Q3	$50.8M	Sell	1,186,453 -132,019	-10%	-$5.47M	0.6%	28
2025 Q2	$53.4M	Buy	1,318,472 +302,913	+30%	+$11.6M	0.72%	24
2025 Q1	$37M	Sell	1,015,559 -8,347	-0.8%	-$302K	0.56%	31
2024 Q4	$34.9M	Sell	1,023,906 -84,574	-8%	-$3.03M	0.49%	33
2024 Q3	$41.6M	Sell	1,108,480 -17,907	-2%	-$646K	0.6%	26
2024 Q2	$39.5M	Buy	1,126,387 +53,274	+5%	+$1.89M	0.63%	25
2024 Q1	$38.5M	Buy	1,073,113 +84,378	+9%	+$2.9M	0.64%	24
2023 Q4	$33.6M	Sell	988,735 -58,357	-6%	-$1.85M	0.63%	23
2023 Q3	$32.5M	Buy	1,047,092 +135,109	+15%	+$4.36M	0.7%	22
2023 Q2	$29.7M	Buy	911,983 +110,414	+14%	+$3.6M	0.67%	25
2023 Q1	$25.7M	Sell	801,569 -50,035	-6%	-$1.58M	0.69%	22
2022 Q4	$25.3M	Buy	851,604 +173,275	+26%	+$4.97M	0.64%	28
2022 Q3	$17.5M	Buy	678,329 +18,155	+3%	+$523K	0.49%	41
2022 Q2	$19M	Sell	660,174 -97,357	-13%	-$3.08M	0.48%	40
2022 Q1	$26M	Buy	757,531 +407,476	+116%	+$14.1M	0.58%	26
2021 Q4	$12.8M	Buy	350,055 +123,456	+54%	+$4.54M	0.28%	72
2021 Q3	$8.21M	Buy	226,599 +18,202	+9%	+$676K	0.21%	104
2021 Q2	$7.67M	Buy	208,397 +61,760	+42%	+$2.29M	0.19%	115
2021 Q1	$5.18M	Sell	146,637 -10,006	-6%	-$351K	0.14%	156
2020 Q4	$5.29M	Sell	156,643 -23,352	-13%	-$736K	0.16%	150
2020 Q3	$5.27M	Buy	179,995 +16,881	+10%	+$493K	0.17%	137
2020 Q2	$4.5M	Buy	163,114 +44,639	+38%	+$1.17M	0.16%	146
2020 Q1	$2.84M	Buy	118,475 +94,149	+387%	+$2.69M	0.13%	161
2019 Q4	$763K	Buy	24,326 +9,496	+64%	+$289K	0.03%	467
2019 Q3	$435K	Buy	14,830 +1,090	+8%	+$31.6K	0.02%	611
2019 Q2	$407K	Buy	13,740 +2,620	+24%	+$77.2K	0.02%	636
2019 Q1	$325K	Sell	11,120 -1,736	-14%	-$49.5K	0.01%	681
2018 Q4	$340K	Buy	12,856 +3,099	+32%	+$87.4K	0.02%	632
2018 Q3	$300K	Buy	9,757 +2,259	+30%	+$69K	0.01%	704
2018 Q2	$228K	Buy	7,498 +7,430	+10,926%	+$235K	0.01%	849
2018 Q1	$2K	Buy	+68	New	+$2.18K	﹤0.01%	2896

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Partners's SPDW Position: Q1 2026 in Review

Stratos Wealth Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.89% in Q1 2026, buying an estimated $506K and bringing the position to 1,222,405 shares worth $55.8M. The position accounts for 0.63% of the portfolio, ranked #27.

Stratos Wealth Partners first reported a position in SPDW in Q1 2018 and has held it in 33 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Stratos Wealth Partners held 1,222,405 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $55.8M as of Q1 2026.
Stratos Wealth Partners bought 10,780 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $506K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.63% of Stratos Wealth Partners's portfolio in Q1 2026, its #27 holding.
Stratos Wealth Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 33 quarters since.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.