Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Vanguard Personalized Indexing 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
-15,135
Closed -$672K – 2235
2025
Q4 		$672K Sell
15,135
-1,216
-7% -$53.1K 0.01% 1097
2025
Q3 		$700K Buy
16,351
+134
+0.8% +$5.55K 0.01% 1080
2025
Q2 		$657K Hold
16,217
– – 0.01% 1070
2025
Q1 		$590K Sell
16,217
-940
-5% -$34K 0.01% 1031
2024
Q4 		$586K Hold
17,157
– – 0.01% 1036
2024
Q3 		$644K Hold
17,157
– – 0.01% 985
2024
Q2 		$602K Hold
17,157
– – 0.01% 951
2024
Q1 		$615K Buy
+17,157
New +$589K 0.01% 899
2023
Q1 		– Sell
-21,489
Closed -$638K – 1496
2022
Q4 		$638K Hold
21,489
– – 0.03% 706
2022
Q3 		$554K Hold
21,489
– – 0.03% 750
2022
Q2 		$620K Hold
21,489
– – 0.03% 714
2022
Q1 		$737K Hold
21,489
– – 0.04% 626
2021
Q4 		$784K Hold
21,489
– – 0.05% 512
2021
Q3 		$778K Hold
21,489
– – 0.07% 311
2021
Q2 		$791K Hold
21,489
– – 0.08% 289
2021
Q1 		$760K Hold
21,489
– – 0.12% 193
2020
Q4 		$725K Sell
21,489
-1
-0% -$32 0.16% 145
2020
Q3 		$629K Buy
+21,490
New +$628K 0.18% 137

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

Vanguard Personalized Indexing Management's SPDW Position: Q1 2026 in Review

Vanguard Personalized Indexing Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 15,135 shares — an estimated $672K sold.

Vanguard Personalized Indexing Management first reported a position in SPDW in Q3 2020 and held it in 18 quarters. The position peaked at $791K in Q2 2021. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Vanguard Personalized Indexing Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 15,135 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $672K.
  • Vanguard Personalized Indexing Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and held it in 18 quarters.
  • Vanguard Personalized Indexing Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $791K in Q2 2021.
  • 1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.