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

Verus Capital 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	$8.81M	Sell	192,988 -739	-0.4%	-$34.7K	0.6%	35
2025 Q4	$8.6M	Buy	+193,727	New	+$8.47M	0.57%	33
2024 Q3	–	Sell	-7,815	Closed	-$274K	–	380
2024 Q2	$274K	Buy	7,815 +2,071	+36%	+$73.7K	0.03%	273
2024 Q1	$206K	Sell	5,744 -202	-3%	-$6.94K	0.02%	330
2023 Q4	$202K	Buy	+5,946	New	+$189K	0.02%	308
2020 Q1	$55K	Sell	2,304 -469	-17%	-$13.4K	0.02%	464
2019 Q4	$87K	Buy	+2,773	New	+$84.4K	0.03%	418

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Verus Capital Partners's SPDW Position: Q1 2026 in Review

Verus Capital Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.38% in Q1 2026, selling an estimated $34.7K and leaving 192,988 shares worth $8.81M. The position accounts for 0.6% of the portfolio, ranked #35.

Verus Capital Partners first reported a position in SPDW in Q4 2019 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Verus Capital Partners held 192,988 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.81M as of Q1 2026.
Verus Capital Partners sold 739 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $34.7K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.6% of Verus Capital Partners's portfolio in Q1 2026, its #35 holding.
Verus Capital Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 7 quarters since.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.