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WealthCare Investment Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

WealthCare Investment Partners’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 		$1.12M Sell
24,499
-820
-3% -$38.5K 0.31% 75
2025
Q4 		$1.14M Buy
25,319
+762
+3% +$33.3K 0.33% 75
2025
Q3 		$1.06M Buy
24,557
+737
+3% +$30.5K 0.34% 71
2025
Q2 		$968K Buy
23,820
+121
+0.5% +$4.64K 0.35% 68
2025
Q1 		$856K Sell
23,699
-40
-0.2% -$1.45K 0.36% 65
2024
Q4 		$808K Sell
23,739
-165
-0.7% -$5.91K 0.35% 66
2024
Q3 		$883K Sell
23,904
-1,749
-7% -$63.1K 0.39% 65
2024
Q2 		$900K Buy
25,653
+69
+0.3% +$2.45K 0.42% 62
2024
Q1 		$917K Buy
25,584
+578
+2% +$19.9K 0.44% 60
2023
Q4 		$846K Sell
25,006
-187
-0.7% -$5.94K 0.46% 58
2023
Q3 		$769K Sell
25,193
-355
-1% -$11.5K 0.47% 55
2023
Q2 		$824K Buy
25,548
+416
+2% +$13.6K 0.49% 54
2023
Q1 		$807K Buy
25,132
+5,594
+29% +$177K 0.49% 54
2022
Q4 		$580K Sell
19,538
-5,470
-22% -$157K 0.4% 61
2022
Q3 		$645K Buy
25,008
+1,297
+5% +$37.4K 0.53% 51
2022
Q2 		$684K Buy
23,711
+7,280
+44% +$230K 0.59% 52
2022
Q1 		$553K Buy
16,431
+1,444
+10% +$50.1K 0.49% 54
2021
Q4 		$547K Buy
+14,987
New +$551K 0.53% 47

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

WealthCare Investment Partners's SPDW Position: Q1 2026 in Review

WealthCare Investment Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.2% in Q1 2026, selling an estimated $38.5K and leaving 24,499 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #75.

WealthCare Investment Partners first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • WealthCare Investment Partners held 24,499 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.12M as of Q1 2026.
  • WealthCare Investment Partners sold 820 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $38.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.31% of WealthCare Investment Partners's portfolio in Q1 2026, its #75 holding.
  • WealthCare Investment Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 18 quarters since.
  • WealthCare Investment Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.14M 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 WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.