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

Summit Financial’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 		$15.6M Buy
341,282
+238,787
+233% +$11.2M 0.2% 94
2025
Q4 		$4.55M Sell
102,495
-3,629
-3% -$159K 0.07% 289
2025
Q3 		$4.54M Buy
106,124
+4,506
+4% +$187K 0.07% 280
2025
Q2 		$4.11M Sell
101,618
-252
-0.2% -$9.66K 0.09% 189
2025
Q1 		$3.71M Sell
101,870
-914
-0.9% -$33K 0.1% 165
2024
Q4 		$3.51M Buy
+102,784
New +$3.68M 0.12% 143

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

Summit Financial's SPDW Position: Q1 2026 in Review

Summit Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 233% in Q1 2026, buying an estimated $11.2M and bringing the position to 341,282 shares worth $15.6M. The position accounts for 0.2% of the portfolio, ranked #94.

Summit Financial first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Summit Financial held 341,282 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $15.6M as of Q1 2026.
  • Summit Financial bought 238,787 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $11.2M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.2% of Summit Financial's portfolio in Q1 2026, its #94 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.