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

TSG Advice 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	$37.8M	Buy	+828,748	New	+$38.9M	5.67%	5

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TSG Advice Partners's SPDW Position: Q1 2026 in Review

TSG Advice Partners opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026: 828,748 shares worth $37.8M. The stake represents 5.67% of the portfolio and ranks #5 among its holdings.

1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

TSG Advice Partners held 828,748 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $37.8M as of Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new TSG Advice Partners position in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 5.67% of TSG Advice Partners's portfolio in Q1 2026, its #5 holding.
1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.