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Vise Technologies’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Vise Technologies’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 		$1.66M Hold
37,480
– – 0.03% 426
2025
Q4 		$1.66M Buy
37,480
+16,139
+76% +$705K 0.03% 427
2025
Q3 		$913K Buy
21,341
+1,638
+8% +$67.9K 0.03% 450
2025
Q2 		$798K Buy
+19,703
New +$755K 0.03% 494
2024
Q4 		$237K Buy
+6,940
New +$248K 0.02% 704
2022
Q4 		– Sell
-9,114
Closed -$235K – 338
2022
Q3 		$235K Buy
+9,114
New +$263K 0.09% 255

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

Vise Technologies's SPDW Position: Q1 2026 in Review

Vise Technologies held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 37,480 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #426.

Vise Technologies first reported a position in SPDW in Q3 2022 and has held it in 6 quarters since. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Vise Technologies held 37,480 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.66M as of Q1 2026.
  • Vise Technologies left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #426 holding.
  • Vise Technologies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 6 quarters since.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.