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Vericrest Private Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Vericrest Private Wealth’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 		$1.64M Sell
35,864
-508
-1% -$23.8K 1.47% 18
2025
Q4 		$1.62M Buy
+36,372
New +$1.59M 1.44% 19
2022
Q2 		$2.55M Buy
88,496
+513
+0.6% +$16.2K 3.13% 13
2022
Q1 		$3.02M Buy
87,983
+2,707
+3% +$93.9K 3.14% 13
2021
Q4 		$3.11M Buy
+85,276
New +$3.14M 2.88% 14

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

Vericrest Private Wealth's SPDW Position: Q1 2026 in Review

Vericrest Private Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.4% in Q1 2026, selling an estimated $23.8K and leaving 35,864 shares worth $1.64M. The position accounts for 1.47% of the portfolio, ranked #18.

Vericrest Private Wealth first reported a position in SPDW in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.11M in Q4 2021. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Vericrest Private Wealth held 35,864 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.64M as of Q1 2026.
  • Vericrest Private Wealth sold 508 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $23.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.47% of Vericrest Private Wealth's portfolio in Q1 2026, its #18 holding.
  • Vericrest Private Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 5 quarters since.
  • Vericrest Private Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.11M in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.