Wealthspire Advisors (New York)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wealthspire Advisors (New York)’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	$468K	Buy	10,254 +2,812	+38%	+$132K	﹤0.01%	591
2025 Q4	$331K	Buy	7,442 +660	+10%	+$28.8K	﹤0.01%	764
2025 Q3	$290K	Buy	6,782 +1,246	+23%	+$51.6K	﹤0.01%	683
2025 Q2	$224K	Sell	5,536 -2,784	-33%	-$107K	﹤0.01%	752
2025 Q1	$303K	Buy	8,320 +784	+10%	+$28.3K	﹤0.01%	640
2024 Q4	$257K	Buy	7,536 +1,944	+35%	+$69.6K	﹤0.01%	679
2024 Q3	$210K	Buy	+5,592	New	+$202K	﹤0.01%	699

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

Wealthspire Advisors (New York)'s SPDW Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 38% in Q1 2026, buying an estimated $132K and bringing the position to 10,254 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Wealthspire Advisors (New York) first reported a position in SPDW in Q3 2024 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Wealthspire Advisors (New York) held 10,254 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $468K as of Q1 2026.
Wealthspire Advisors (New York) bought 2,812 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $132K.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #591 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 7 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.