U.S. Capital Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

U.S. Capital Wealth Advisors’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	$1.11M	Sell	24,418 -670	-3%	-$31.4K	0.03%	483
2025 Q4	$1.11M	Buy	25,088 +1,603	+7%	+$70K	0.03%	464
2025 Q3	$1M	Buy	23,485 +2,652	+13%	+$110K	0.03%	469
2025 Q2	$844K	Buy	20,833 +201	+1%	+$7.71K	0.02%	465
2025 Q1	$751K	Sell	20,632 -1,555	-7%	-$56.2K	0.02%	489
2024 Q4	$757K	Buy	22,187 +15,389	+226%	+$551K	0.02%	472
2024 Q3	$255K	Sell	6,798 -68	-1%	-$2.46K	0.01%	620
2024 Q2	$241K	Buy	6,866 +158	+2%	+$5.62K	0.01%	610
2024 Q1	$240K	Sell	6,708 -762	-10%	-$26.2K	0.01%	609
2023 Q4	$254K	Buy	+7,470	New	+$237K	0.01%	586
2023 Q1	–	Sell	-2,107	Closed	-$62.6K	–	1398
2022 Q4	$62.6K	Buy	+2,107	New	+$60.5K	﹤0.01%	825

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

U.S. Capital Wealth Advisors's SPDW Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.7% in Q1 2026, selling an estimated $31.4K and leaving 24,418 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #483.

U.S. Capital Wealth Advisors first reported a position in SPDW in Q4 2022 and has held it in 11 quarters since. 1,199 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

U.S. Capital Wealth Advisors held 24,418 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.11M as of Q1 2026.
U.S. Capital Wealth Advisors sold 670 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $31.4K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #483 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 11 quarters since.
1,199 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.