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

Sunbelt Securities’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 		$105K Hold
2,304
– – 0.01% 821
2025
Q4 		$102K Buy
2,304
+33
+1% +$1.44K 0.01% 815
2025
Q3 		$97.2K Buy
2,271
+1,729
+319% +$71.6K 0.01% 829
2025
Q2 		$18.5K Buy
542
+132
+32% +$5.06K ﹤0.01% 1184
2025
Q1 		$14.9K Sell
410
-132
-24% -$4.77K ﹤0.01% 1181
2024
Q4 		$18.5K Buy
542
+2
+0.4% +$72 ﹤0.01% 1185
2024
Q3 		$20.3K Hold
540
– – ﹤0.01% 1169
2024
Q2 		$18.9K Hold
540
– – ﹤0.01% 1143
2024
Q1 		$19.4K Sell
540
-241
-31% -$8.28K ﹤0.01% 1100
2023
Q4 		$26.6K Hold
781
– – ﹤0.01% 959
2023
Q3 		$24.2K Buy
781
+241
+45% +$7.78K ﹤0.01% 964
2023
Q2 		$17.6K Hold
540
– – ﹤0.01% 1054
2023
Q1 		$17.2K Buy
+540
New +$17K ﹤0.01% 1000

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

Sunbelt Securities's SPDW Position: Q1 2026 in Review

Sunbelt Securities held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 2,304 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #821.

Sunbelt Securities first reported a position in SPDW in Q1 2023 and has held it in 13 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Sunbelt Securities held 2,304 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $105K as of Q1 2026.
  • Sunbelt Securities left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #821 holding.
  • Sunbelt Securities first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 13 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.