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Van Hulzen Asset Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Van Hulzen Asset 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 		– Sell
-4,973
Closed -$221K – 374
2025
Q4 		$221K Sell
4,973
-986
-17% -$43.1K 0.02% 311
2025
Q3 		$255K Buy
+5,959
New +$247K 0.02% 289
2025
Q1 		– Sell
-4,932
Closed -$168K – 983
2024
Q4 		$168K Sell
4,932
-885
-15% -$31.7K 0.01% 338
2024
Q3 		$218K Buy
+5,817
New +$210K 0.02% 291
2023
Q4 		– Sell
-9,230
Closed -$286K – 317
2023
Q3 		$286K Hold
9,230
– – 0.02% 252
2023
Q2 		$300K Buy
9,230
+612
+7% +$20K 0.03% 242
2023
Q1 		$277K Buy
+8,618
New +$272K 0.03% 240
2022
Q2 		– Sell
-6,438
Closed -$221K – 319
2022
Q1 		$221K Sell
6,438
-2,150
-25% -$74.6K 0.02% 280
2021
Q4 		$313K Sell
8,588
-240
-3% -$8.83K 0.03% 235
2021
Q3 		$320K Hold
8,828
– – 0.05% 209
2021
Q2 		$325K Hold
8,828
– – 0.05% 200
2021
Q1 		$312K Sell
8,828
-1,275
-13% -$44.7K 0.05% 194
2020
Q4 		$341K Sell
10,103
-4,435
-31% -$140K 0.05% 193
2020
Q3 		$425K Sell
14,538
-542
-4% -$15.8K 0.06% 150
2020
Q2 		$417K Sell
15,080
-3,490
-19% -$91.3K 0.06% 149
2020
Q1 		$445K Sell
18,570
-2,890
-13% -$82.7K 0.1% 127
2019
Q4 		$673K Sell
21,460
-1,950
-8% -$59.4K 0.13% 113
2019
Q3 		$687K Buy
23,410
+370
+2% +$10.7K 0.15% 103
2019
Q2 		$682K Buy
23,040
+3,690
+19% +$109K 0.15% 103
2019
Q1 		$565K Sell
19,350
-1,390
-7% -$39.6K 0.15% 102
2018
Q4 		$549K Buy
+20,740
New +$585K 0.16% 100

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Van Hulzen Asset Management's SPDW Position: Q1 2026 in Review

Van Hulzen Asset Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 4,973 shares — an estimated $221K sold.

Van Hulzen Asset Management first reported a position in SPDW in Q4 2018 and held it in 21 quarters. The position peaked at $687K in Q3 2019. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Van Hulzen Asset Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
  • Van Hulzen Asset Management sold 4,973 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $221K.
  • Van Hulzen Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 21 quarters.
  • Van Hulzen Asset Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $687K in Q3 2019.
  • 1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.