WWM
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Western Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Western Wealth Management’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 		$13.5M Buy
295,301
+94,945
+47% +$4.46M 0.51% 34
2025
Q4 		$8.9M Buy
200,356
+37,067
+23% +$1.62M 0.41% 45
2025
Q3 		$6.99M Sell
163,289
-876
-0.5% -$36.3K 0.37% 47
2025
Q2 		$6.65M Buy
164,165
+12,314
+8% +$472K 0.39% 48
2025
Q1 		$5.53M Buy
151,851
+7,298
+5% +$264K 0.37% 57
2024
Q4 		$4.93M Buy
144,553
+9,749
+7% +$349K 0.32% 63
2024
Q3 		$5.06M Sell
134,804
-102,861
-43% -$3.71M 0.29% 70
2024
Q2 		$8.34M Buy
237,665
+17,346
+8% +$617K 0.62% 32
2024
Q1 		$7.9M Buy
220,319
+7,279
+3% +$250K 0.61% 32
2023
Q4 		$7.25M Buy
213,040
+97,299
+84% +$3.09M 0.52% 38
2023
Q3 		$3.59M Buy
115,741
+19,036
+20% +$615K 0.3% 74
2023
Q2 		$3.15M Buy
96,705
+9,341
+11% +$305K 0.27% 82
2023
Q1 		$2.81M Buy
87,364
+27,314
+45% +$862K 0.26% 88
2022
Q4 		$1.78M Sell
60,050
-49,231
-45% -$1.41M 0.18% 132
2022
Q3 		$2.81M Buy
109,281
+13,778
+14% +$397K 0.16% 144
2022
Q2 		$2.75M Buy
95,503
+2,756
+3% +$87.2K 0.16% 146
2022
Q1 		$3.18M Buy
92,747
+52,151
+128% +$1.81M 0.15% 140
2021
Q4 		$1.48M Buy
+40,596
New +$1.49M 0.15% 145
2021
Q2 		$1.4M Buy
38,123
+19,114
+101% +$709K 0.14% 156
2021
Q1 		$672K Buy
19,009
+4,171
+28% +$146K 0.09% 222
2020
Q4 		$501K Buy
14,838
+3,154
+27% +$99.4K 0.07% 253
2020
Q3 		$342K Buy
+11,684
New +$341K 0.06% 307

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

Western Wealth Management's SPDW Position: Q1 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 47% in Q1 2026, buying an estimated $4.46M and bringing the position to 295,301 shares worth $13.5M. The position accounts for 0.51% of the portfolio, ranked #34.

Western Wealth Management first reported a position in SPDW in Q3 2020 and has held it in 22 quarters since. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Western Wealth Management held 295,301 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.5M as of Q1 2026.
  • Western Wealth Management bought 94,945 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $4.46M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.51% of Western Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Western Wealth Management 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.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.