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

Tranquilli Financial Advisor’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 		$4.41M Sell
96,670
-12,656
-12% -$594K 2.58% 7
2025
Q4 		$4.86M Sell
109,326
-749
-0.7% -$32.7K 2.82% 4
2025
Q3 		$4.71M Buy
110,075
+770
+0.7% +$31.9K 2.78% 4
2025
Q2 		$4.43M Sell
109,305
-35,150
-24% -$1.35M 2.74% 6
2025
Q1 		$5.26M Sell
144,455
-6,640
-4% -$240K 3.33% 8
2024
Q4 		$5.16M Buy
151,095
+2,624
+2% +$94K 3.27% 9
2024
Q3 		$5.58M Buy
148,471
+11,787
+9% +$425K 3.5% 6
2024
Q2 		$4.8M Buy
136,684
+4,790
+4% +$170K 3.21% 6
2024
Q1 		$4.73M Sell
131,894
-4,542
-3% -$156K 3.15% 13
2023
Q4 		$4.64M Sell
136,436
-11,096
-8% -$352K 3.28% 6
2023
Q3 		$4.57M Sell
147,532
-25,593
-15% -$827K 3.3% 11
2023
Q2 		$5.63M Buy
173,125
+22,486
+15% +$734K 3.99% 2
2023
Q1 		$4.84M Buy
150,639
+56,497
+60% +$1.78M 3.62% 3
2022
Q4 		$2.8M Buy
94,142
+34,122
+57% +$979K 2.12% 4
2022
Q3 		$1.55M Sell
60,020
-38,614
-39% -$1.11M 1.23% 6
2022
Q2 		$2.85M Sell
98,634
-97,951
-50% -$3.1M 2.18% 4
2022
Q1 		$6.74M Buy
196,585
+33,631
+21% +$1.17M 4.79% 3
2021
Q4 		$5.95M Sell
162,954
-2,967
-2% -$109K 4.16% 1
2021
Q3 		$6.01M Buy
165,921
+23,580
+17% +$876K 4.5% 2
2021
Q2 		$5.24M Buy
142,341
+15,484
+12% +$574K 3.93% 3
2021
Q1 		$4.49M Buy
+126,857
New +$4.45M 3.62% 5

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

Tranquilli Financial Advisor's SPDW Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q1 2026, selling an estimated $594K and leaving 96,670 shares worth $4.41M. The position accounts for 2.58% of the portfolio, ranked #7.

Tranquilli Financial Advisor first reported a position in SPDW in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.74M in Q1 2022. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Tranquilli Financial Advisor held 96,670 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.41M as of Q1 2026.
  • Tranquilli Financial Advisor sold 12,656 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $594K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.58% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #7 holding.
  • Tranquilli Financial Advisor first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 21 quarters since.
  • Tranquilli Financial Advisor's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.74M in Q1 2022.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.