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

WealthShield 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 		$872K Buy
19,105
+269
+1% +$12.6K 0.1% 199
2025
Q4 		$837K Sell
18,836
-127
-0.7% -$5.55K 0.09% 196
2025
Q3 		$811K Hold
18,963
– – 0.09% 194
2025
Q2 		$768K Buy
18,963
+39
+0.2% +$1.5K 0.09% 196
2025
Q1 		$689K Sell
18,924
-170
-0.9% -$6.14K 0.09% 195
2024
Q4 		$652K Sell
19,094
-514
-3% -$18.4K 0.09% 189
2024
Q3 		$736K Sell
19,608
-654
-3% -$23.6K 0.1% 177
2024
Q2 		$711K Sell
20,262
-2,918
-13% -$104K 0.11% 173
2024
Q1 		$831K Sell
23,180
-70
-0.3% -$2.4K 0.13% 160
2023
Q4 		$791K Sell
23,250
-9,289
-29% -$295K 0.13% 161
2023
Q3 		$1.01M Sell
32,539
-1,291
-4% -$41.7K 0.15% 145
2023
Q2 		$1.1M Buy
33,830
+2,243
+7% +$73.2K 0.17% 140
2023
Q1 		$1.01M Buy
31,587
+18,264
+137% +$577K 0.16% 147
2022
Q4 		$396K Buy
+13,323
New +$382K 0.08% 219
2021
Q3 		– Sell
-4,036
Closed -$148K – 665
2021
Q2 		$148K Buy
4,036
+1,976
+96% +$73.3K 0.02% 300
2021
Q1 		$73K Buy
+2,060
New +$72.2K 0.01% 391
2020
Q4 		– Sell
-3,812
Closed -$112K – 398
2020
Q3 		$112K Buy
+3,812
New +$111K 0.04% 272
2020
Q1 		– Sell
-6,310
Closed -$198K – 299
2019
Q4 		$198K Sell
6,310
-930
-13% -$28.3K 0.1% 177
2019
Q3 		$213K Buy
7,240
+2,580
+55% +$74.8K 0.11% 161
2019
Q2 		$138K Sell
4,660
-1,969
-30% -$58K 0.08% 157
2019
Q1 		$194K Sell
6,629
-1,258
-16% -$35.8K 0.11% 146
2018
Q4 		$209K Buy
7,887
+1,170
+17% +$33K 0.14% 121
2018
Q3 		$207K Buy
+6,717
New +$205K 0.12% 121

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

WealthShield Partners's SPDW Position: Q1 2026 in Review

WealthShield Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.4% in Q1 2026, buying an estimated $12.6K and bringing the position to 19,105 shares worth $872K. The position accounts for 0.1% of the portfolio, ranked #199.

WealthShield Partners first reported a position in SPDW in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.1M in Q2 2023. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • WealthShield Partners held 19,105 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $872K as of Q1 2026.
  • WealthShield Partners bought 269 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $12.6K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.1% of WealthShield Partners's portfolio in Q1 2026, its #199 holding.
  • WealthShield Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 23 quarters since.
  • WealthShield Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.1M in Q2 2023.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.