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

WBH Advisory’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 		$10.5M Buy
226,895
+31,959
+16% +$1.5M 0.79% 36
2025
Q4 		$8.66M Buy
194,936
+9,924
+5% +$434K 0.64% 39
2025
Q3 		$7.92M Buy
185,012
+7,410
+4% +$307K 0.6% 42
2025
Q2 		$7.19M Buy
177,602
+23,641
+15% +$906K 0.61% 41
2025
Q1 		$5.61M Buy
153,961
+12,026
+8% +$435K 0.52% 46
2024
Q4 		$4.84M Buy
141,935
+23,134
+19% +$828K 0.45% 51
2024
Q3 		$4.46M Buy
118,801
+1,414
+1% +$51K 0.42% 57
2024
Q2 		$4.12M Buy
117,387
+1,115
+1% +$39.7K 0.42% 58
2024
Q1 		$4.17M Buy
116,272
+1,786
+2% +$61.4K 0.43% 57
2023
Q4 		$3.89M Buy
114,486
+7,163
+7% +$227K 0.43% 55
2023
Q3 		$3.33M Buy
107,323
+3,123
+3% +$101K 0.41% 61
2023
Q2 		$3.39M Buy
104,200
+1,811
+2% +$59.1K 0.4% 62
2023
Q1 		$3.29M Buy
+102,389
New +$3.23M 0.41% 60
2022
Q3 		$1.13M Buy
43,756
+7,713
+21% +$222K 0.16% 131
2022
Q2 		$1.02M Buy
36,043
+24,263
+206% +$768K 0.14% 136
2022
Q1 		$380K Buy
11,780
+747
+7% +$25.9K 0.05% 236
2021
Q4 		$403K Buy
11,033
+599
+6% +$22K 0.05% 235
2021
Q3 		$378K Hold
10,434
– – 0.05% 223
2021
Q2 		$384K Buy
10,434
+1,237
+13% +$45.9K 0.06% 203
2021
Q1 		$325K Buy
9,197
+429
+5% +$15K 0.05% 219
2020
Q4 		$308K Buy
8,768
+941
+12% +$29.7K 0.05% 212
2020
Q3 		$229K Buy
+7,827
New +$229K 0.05% 227

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

WBH Advisory's SPDW Position: Q1 2026 in Review

WBH Advisory increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 16% in Q1 2026, buying an estimated $1.5M and bringing the position to 226,895 shares worth $10.5M. The position accounts for 0.79% of the portfolio, ranked #36.

WBH Advisory first reported a position in SPDW in Q3 2020 and has held it in 22 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • WBH Advisory held 226,895 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.5M as of Q1 2026.
  • WBH Advisory bought 31,959 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.5M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.79% of WBH Advisory's portfolio in Q1 2026, its #36 holding.
  • WBH Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 22 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 WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.