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

SYM Financial Corp’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	$5.14M	Buy	112,579 +10,690	+10%	+$502K	0.51%	21
2025 Q4	$4.52M	Buy	101,889 +32,736	+47%	+$1.43M	0.46%	22
2025 Q3	$2.96M	Buy	69,153 +12,351	+22%	+$512K	0.32%	26
2025 Q2	$2.3M	Buy	+56,802	New	+$2.18M	0.26%	28
2024 Q3	–	Sell	-1,297	Closed	-$45.5K	–	293
2024 Q2	$45.5K	Buy	+1,297	New	+$46.1K	0.01%	209
2023 Q4	–	Sell	-261	Closed	-$8.09K	–	198
2023 Q3	$8.09K	Buy	+261	New	+$8.43K	﹤0.01%	162

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

SYM Financial Corp's SPDW Position: Q1 2026 in Review

SYM Financial Corp increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 10% in Q1 2026, buying an estimated $502K and bringing the position to 112,579 shares worth $5.14M. The position accounts for 0.51% of the portfolio, ranked #21.

SYM Financial Corp first reported a position in SPDW in Q3 2023 and has held it in 6 quarters since. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

SYM Financial Corp held 112,579 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.14M as of Q1 2026.
SYM Financial Corp bought 10,690 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $502K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.51% of SYM Financial Corp's portfolio in Q1 2026, its #21 holding.
SYM Financial Corp first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 6 quarters since.
1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.