Wallace Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wallace Advisory Group’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	$983K	Sell	21,528 -1,849	-8%	-$86.8K	1.05%	17
2025 Q4	$1.04M	Sell	23,377 -816	-3%	-$35.7K	1.09%	23
2025 Q3	$980K	Sell	24,193 -176	-0.7%	-$7.29K	0.79%	29
2025 Q2	$887K	Sell	24,369 -125	-0.5%	-$4.79K	0.64%	41
2025 Q1	$836K	Buy	24,494 +1,701	+7%	+$61.5K	0.58%	45
2024 Q4	$856K	Sell	22,793 -682	-3%	-$24.4K	0.59%	44
2024 Q3	$824K	Hold	23,475	–	–	0.6%	39
2024 Q2	$824K	Sell	23,475 -1,887	-7%	-$67.1K	0.59%	40
2024 Q1	$863K	Sell	25,362 -2,429	-9%	-$83.4K	0.65%	41
2023 Q4	$862K	Sell	27,791 -340	-1%	-$10.8K	0.68%	36
2023 Q3	$915K	Sell	28,131 -635	-2%	-$20.5K	0.66%	36
2023 Q2	$924K	Hold	28,766	–	–	0.7%	34
2023 Q1	$924K	Sell	28,766 -186	-0.6%	-$5.87K	0.7%	34
2022 Q4	$860K	Buy	+28,952	New	+$831K	0.68%	38

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

Wallace Advisory Group's SPDW Position: Q1 2026 in Review

Wallace Advisory Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.9% in Q1 2026, selling an estimated $86.8K and leaving 21,528 shares worth $983K. The position accounts for 1.05% of the portfolio, ranked #17.

Wallace Advisory Group first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Wallace Advisory Group held 21,528 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $983K as of Q1 2026.
Wallace Advisory Group sold 1,849 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $86.8K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.05% of Wallace Advisory Group's portfolio in Q1 2026, its #17 holding.
Wallace Advisory Group 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.
Wallace Advisory Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.04M in Q4 2025.
1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.