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Willis Johnson & Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Willis Johnson & Associates’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 		$395K Sell
8,647
-734
-8% -$34.4K 0.02% 128
2025
Q4 		$417K Sell
9,381
-658
-7% -$28.8K 0.03% 113
2025
Q3 		$430K Buy
10,039
+2,924
+41% +$121K 0.03% 112
2025
Q2 		$288K Buy
7,115
+477
+7% +$18.3K 0.02% 134
2025
Q1 		$242K Buy
+6,638
New +$240K 0.02% 138

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

Willis Johnson & Associates's SPDW Position: Q1 2026 in Review

Willis Johnson & Associates reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.8% in Q1 2026, selling an estimated $34.4K and leaving 8,647 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #128.

Willis Johnson & Associates first reported a position in SPDW in Q1 2025 and has held it in 5 quarters since. The position peaked at $430K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Willis Johnson & Associates held 8,647 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $395K as of Q1 2026.
  • Willis Johnson & Associates sold 734 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $34.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #128 holding.
  • Willis Johnson & Associates first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 5 quarters since.
  • Willis Johnson & Associates's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $430K in Q3 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 Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.