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

Vertex Planning 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 		$5M Sell
109,561
-5,087
-4% -$239K 0.97% 23
2025
Q4 		$5.09M Sell
114,648
-1,325
-1% -$57.9K 1.18% 17
2025
Q3 		$4.96M Buy
115,973
+3,003
+3% +$124K 0.95% 24
2025
Q2 		$4.57M Buy
112,970
+279
+0.2% +$10.7K 0.95% 24
2025
Q1 		$4.1M Buy
112,691
+5,595
+5% +$202K 0.9% 26
2024
Q4 		$3.66M Buy
107,096
+1,229
+1% +$44K 0.81% 30
2024
Q3 		$3.98M Buy
105,867
+1,469
+1% +$53K 0.95% 24
2024
Q2 		$3.66M Buy
104,398
+5,661
+6% +$201K 0.95% 21
2024
Q1 		$3.54M Buy
98,737
+8,259
+9% +$284K 0.98% 18
2023
Q4 		$3.08M Buy
90,478
+3,957
+5% +$126K 0.91% 16
2023
Q3 		$2.68M Buy
86,521
+22,295
+35% +$720K 0.92% 15
2023
Q2 		$2.09M Buy
64,226
+2,267
+4% +$74K 0.71% 22
2023
Q1 		$1.99M Buy
61,959
+32,230
+108% +$1.02M 0.75% 20
2022
Q4 		$883K Buy
+29,729
New +$853K 0.34% 38

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

Vertex Planning Partners's SPDW Position: Q1 2026 in Review

Vertex Planning Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.4% in Q1 2026, selling an estimated $239K and leaving 109,561 shares worth $5M. The position accounts for 0.97% of the portfolio, ranked #23.

Vertex Planning Partners first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.09M in Q4 2025. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Vertex Planning Partners held 109,561 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5M as of Q1 2026.
  • Vertex Planning Partners sold 5,087 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $239K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.97% of Vertex Planning Partners's portfolio in Q1 2026, its #23 holding.
  • Vertex Planning Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 14 quarters since.
  • Vertex Planning Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.09M in Q4 2025.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.