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

Traction Financial Partners’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	$319K	Buy	6,990 +443	+7%	+$20.8K	0.2%	44
2025 Q4	$291K	Buy	6,547 +310	+5%	+$13.5K	0.17%	51
2025 Q3	$267K	Buy	6,237 +463	+8%	+$19.2K	0.16%	54
2025 Q2	$234K	Buy	+5,774	New	+$221K	0.16%	68
2025 Q1	–	Sell	-7,007	Closed	-$239K	–	59
2024 Q4	$239K	Buy	7,007 +1,117	+19%	+$40K	0.19%	51
2024 Q3	$221K	Sell	5,890 -1,032	-15%	-$37.3K	0.17%	53
2024 Q2	$248K	Buy	6,922 +1,024	+17%	+$36.4K	0.18%	50
2024 Q1	$212K	Buy	+5,898	New	+$203K	0.17%	53

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

Traction Financial Partners's SPDW Position: Q1 2026 in Review

Traction Financial Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.8% in Q1 2026, buying an estimated $20.8K and bringing the position to 6,990 shares worth $319K. The position accounts for 0.2% of the portfolio, ranked #44.

Traction Financial Partners first reported a position in SPDW in Q1 2024 and has held it in 8 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Traction Financial Partners held 6,990 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $319K as of Q1 2026.
Traction Financial Partners bought 443 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $20.8K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.2% of Traction Financial Partners's portfolio in Q1 2026, its #44 holding.
Traction Financial Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 8 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 Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.