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

Visionary Wealth Advisors’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 		$4.67M Sell
102,316
-4,974
-5% -$233K 0.21% 120
2025
Q4 		$4.76M Buy
107,290
+12,605
+13% +$551K 0.21% 116
2025
Q3 		$4.05M Buy
94,685
+20,719
+28% +$859K 0.19% 120
2025
Q2 		$2.99M Buy
+73,966
New +$2.84M 0.15% 153
2025
Q1 		– Sell
-47,268
Closed -$1.61M – 559
2024
Q4 		$1.61M Sell
47,268
-8,232
-15% -$295K 0.09% 193
2024
Q3 		$2.08M Buy
55,500
+4,127
+8% +$149K 0.13% 169
2024
Q2 		$1.8M Buy
51,373
+40,387
+368% +$1.44M 0.12% 177
2024
Q1 		$394K Buy
10,986
+258
+2% +$8.86K 0.03% 363
2023
Q4 		$365K Sell
10,728
-85,816
-89% -$2.72M 0.03% 361
2023
Q3 		$2.99M Sell
96,544
-6,718
-7% -$217K 0.24% 110
2023
Q2 		$3.36M Buy
103,262
+1,253
+1% +$40.9K 0.27% 100
2023
Q1 		$3.28M Buy
+102,009
New +$3.22M 0.28% 95
2022
Q3 		– Sell
-74,219
Closed -$2.14M – 444
2022
Q2 		$2.14M Sell
74,219
-12,897
-15% -$408K 0.19% 115
2022
Q1 		$2.99M Buy
87,116
+11,959
+16% +$415K 0.24% 103
2021
Q4 		$2.74M Buy
75,157
+6,658
+10% +$245K 0.22% 101
2021
Q3 		$2.48M Buy
68,499
+344
+0.5% +$12.8K 0.26% 93
2021
Q2 		$2.51M Buy
68,155
+8,553
+14% +$317K 0.25% 93
2021
Q1 		$2.11M Buy
59,602
+30,462
+105% +$1.07M 0.22% 106
2020
Q4 		$983K Buy
+29,140
New +$918K 0.11% 135

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

Visionary Wealth Advisors's SPDW Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.6% in Q1 2026, selling an estimated $233K and leaving 102,316 shares worth $4.67M. The position accounts for 0.21% of the portfolio, ranked #120.

Visionary Wealth Advisors first reported a position in SPDW in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.76M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Visionary Wealth Advisors held 102,316 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.67M as of Q1 2026.
  • Visionary Wealth Advisors sold 4,974 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $233K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Visionary Wealth Advisors's portfolio in Q1 2026, its #120 holding.
  • Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 19 quarters since.
  • Visionary Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.76M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.