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

Summit Investment Advisory Services’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	$243K	Sell	5,327 -56	-1%	-$2.63K	0.09%	74
2025 Q4	$239K	Buy	5,383 +49	+0.9%	+$2.14K	0.09%	75
2025 Q3	$228K	Buy	5,334 +283	+6%	+$11.7K	0.09%	69
2025 Q2	$205K	Buy	+5,051	New	+$194K	0.09%	68
2024 Q2	–	Sell	-5,743	Closed	-$206K	–	84
2024 Q1	$206K	Buy	+5,743	New	+$197K	0.12%	65

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

Summit Investment Advisory Services's SPDW Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1% in Q1 2026, selling an estimated $2.63K and leaving 5,327 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #74.

Summit Investment Advisory Services first reported a position in SPDW in Q1 2024 and has held it in 5 quarters since. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Summit Investment Advisory Services held 5,327 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $243K as of Q1 2026.
Summit Investment Advisory Services sold 56 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.63K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of Summit Investment Advisory Services's portfolio in Q1 2026, its #74 holding.
Summit Investment Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 5 quarters since.
1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.