ZIM
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Zacks Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Zacks Investment 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 		$1.06M Buy
23,157
+3,806
+20% +$179K 0.01% 403
2025
Q4 		$859K Sell
19,351
-4,362
-18% -$191K 0.01% 432
2025
Q3 		$1.01M Sell
23,713
-8,156
-26% -$338K 0.01% 412
2025
Q2 		$1.29M Buy
31,869
+7,451
+31% +$286K 0.01% 372
2025
Q1 		$889K Buy
24,418
+5,150
+27% +$186K 0.01% 416
2024
Q4 		$658K Buy
19,268
+320
+2% +$11.5K 0.01% 450
2024
Q3 		$712K Buy
18,948
+1,044
+6% +$37.7K 0.01% 445
2024
Q2 		$628K Sell
17,904
-153
-0.8% -$5.44K 0.01% 412
2024
Q1 		$647K Buy
18,057
+641
+4% +$22K 0.01% 441
2023
Q4 		$592K Sell
17,416
-8,398
-33% -$267K 0.01% 446
2023
Q3 		$800K Buy
25,814
+6,269
+32% +$202K 0.01% 401
2023
Q2 		$636K Buy
19,545
+784
+4% +$25.6K 0.01% 432
2023
Q1 		$603K Sell
18,761
-97
-0.5% -$3.06K 0.01% 428
2022
Q4 		$560K Buy
18,858
+299
+2% +$8.58K 0.01% 431
2022
Q3 		$479K Hold
18,559
– – 0.01% 425
2022
Q2 		$535K Hold
18,559
– – 0.01% 421
2022
Q1 		$636K Buy
+18,559
New +$644K 0.01% 416

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

Zacks Investment Management's SPDW Position: Q1 2026 in Review

Zacks Investment Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 20% in Q1 2026, buying an estimated $179K and bringing the position to 23,157 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #403.

Zacks Investment Management first reported a position in SPDW in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.29M in Q2 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Zacks Investment Management held 23,157 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.06M as of Q1 2026.
  • Zacks Investment Management bought 3,806 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $179K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #403 holding.
  • Zacks Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 17 quarters since.
  • Zacks Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.29M in Q2 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 Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.