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

Topsail Wealth Management’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 		$15.9K Hold
349
– – ﹤0.01% 257
2025
Q4 		$15.5K Hold
349
– – ﹤0.01% 237
2025
Q3 		$14.9K Buy
+349
New +$14.5K ﹤0.01% 228

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Topsail Wealth Management's SPDW Position: Q1 2026 in Review

Topsail Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 349 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Topsail Wealth Management first reported a position in SPDW in Q3 2025 and has held it in 3 quarters since. 1,198 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Topsail Wealth Management held 349 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $15.9K as of Q1 2026.
  • Topsail Wealth Management 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 Topsail Wealth Management's portfolio in Q1 2026, its #257 holding.
  • Topsail Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,198 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.