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

Vested Financial Planning’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 		$6.85M Buy
150,138
+12,393
+9% +$582K 5.22% 6
2025
Q4 		$6.12M Buy
137,745
+8,584
+7% +$375K 4.71% 7
2025
Q3 		$5.53M Buy
129,161
+964
+0.8% +$39.9K 4.48% 7
2025
Q2 		$5.19M Sell
128,197
-2,351
-2% -$90.1K 4.62% 7
2025
Q1 		$4.75M Buy
130,548
+258
+0.2% +$9.32K 4.75% 6
2024
Q4 		$4.45M Buy
+130,290
New +$4.67M 4.21% 6

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

Vested Financial Planning's SPDW Position: Q1 2026 in Review

Vested Financial Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9% in Q1 2026, buying an estimated $582K and bringing the position to 150,138 shares worth $6.85M. The position accounts for 5.22% of the portfolio, ranked #6.

Vested Financial Planning first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Vested Financial Planning held 150,138 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.85M as of Q1 2026.
  • Vested Financial Planning bought 12,393 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $582K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 5.22% of Vested Financial Planning's portfolio in Q1 2026, its #6 holding.
  • Vested Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.