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

Towercrest Capital 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 		$5.18M Sell
113,431
-1,764
-2% -$82.8K 0.81% 31
2025
Q4 		$5.12M Sell
115,195
-3,051
-3% -$133K 0.81% 31
2025
Q3 		$5.06M Sell
118,246
-6,659
-5% -$276K 0.81% 33
2025
Q2 		$5.06M Sell
124,905
-1,779
-1% -$68.2K 0.9% 31
2025
Q1 		$4.61M Sell
126,684
-33,784
-21% -$1.22M 0.88% 32
2024
Q4 		$5.48M Sell
160,468
-4,850
-3% -$174K 0.89% 30
2024
Q3 		$6.21M Sell
165,318
-32,000
-16% -$1.16M 1% 27
2024
Q2 		$6.92M Sell
197,318
-2,271
-1% -$80.8K 1.14% 27
2024
Q1 		$7.15M Sell
199,589
-4,414
-2% -$152K 1.21% 26
2023
Q4 		$6.94M Buy
204,003
+5,213
+3% +$165K 1.24% 26
2023
Q3 		$6.16M Sell
198,790
-18,827
-9% -$608K 1.2% 28
2023
Q2 		$7.08M Sell
217,617
-5,578
-2% -$182K 1.32% 29
2023
Q1 		$7.17M Sell
223,195
-19,816
-8% -$626K 1.49% 28
2022
Q4 		$7.22M Buy
243,011
+9,555
+4% +$274K 1.6% 26
2022
Q3 		$6.02M Buy
233,456
+14,151
+6% +$408K 1.41% 29
2022
Q2 		$6.33M Buy
219,305
+2,372
+1% +$75.1K 1.42% 30
2022
Q1 		$7.44M Buy
216,933
+5,400
+3% +$187K 1.45% 30
2021
Q4 		$7.72M Buy
211,533
+2,055
+1% +$75.6K 1.41% 30
2021
Q3 		$7.58M Buy
209,478
+1,640
+0.8% +$60.9K 1.44% 30
2021
Q2 		$7.65M Sell
207,838
-4,709
-2% -$175K 1.48% 30
2021
Q1 		$7.52M Sell
212,547
-24,670
-10% -$865K 1.61% 27
2020
Q4 		$8.01M Sell
237,217
-15,803
-6% -$498K 1.8% 25
2020
Q3 		$7.4M Sell
253,020
-35,060
-12% -$1.02M 1.82% 23
2020
Q2 		$7.96M Buy
288,080
+40,195
+16% +$1.05M 2.08% 20
2020
Q1 		$5.93M Buy
247,885
+121,287
+96% +$3.47M 1.78% 20
2019
Q4 		$3.97M Buy
126,598
+1,090
+0.9% +$33.2K 1.01% 31
2019
Q3 		$3.69M Buy
125,508
+11,293
+10% +$328K 1.02% 31
2019
Q2 		$3.38M Sell
114,215
-5,684
-5% -$167K 0.96% 31
2019
Q1 		$3.5M Buy
119,899
+8,330
+7% +$237K 1.01% 31
2018
Q4 		$2.95M Buy
111,569
+359
+0.3% +$10.1K 0.95% 32
2018
Q3 		$3.42M Buy
111,210
+979
+0.9% +$29.9K 1.01% 33
2018
Q2 		$3.35M Buy
+110,231
New +$3.48M 1.06% 33

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

Towercrest Capital Management's SPDW Position: Q1 2026 in Review

Towercrest Capital Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.5% in Q1 2026, selling an estimated $82.8K and leaving 113,431 shares worth $5.18M. The position accounts for 0.81% of the portfolio, ranked #31.

Towercrest Capital Management first reported a position in SPDW in Q2 2018 and has held it in 32 quarters since. The position peaked at $8.01M in Q4 2020. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Towercrest Capital Management held 113,431 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.18M as of Q1 2026.
  • Towercrest Capital Management sold 1,764 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $82.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.81% of Towercrest Capital Management's portfolio in Q1 2026, its #31 holding.
  • Towercrest Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and has held it in 32 quarters since.
  • Towercrest Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.01M in Q4 2020.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.