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Security record · archived quarter

SPDW

State Street SPDR Portfolio Developed World ex-US ETF · Financial Services · Asset Management - Global

52.10 -0.4% mkt cap $41.75B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
75Tracked holders
+9Δ holders
374.91MShares held
$17.11BReported value
+9New positions
−0Exits
Strongly Rising Conviction score 64/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +13.6% · share flow +9.1% · net new positions +12.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 70 -4 359.13M $18.09B +3 −7
Q1 2026 75 +9 374.91M $17.11B +9
Q4 2025 66 0 343.70M $15.26B
Q3 2025 10 -1 20.69M $885.53M −1
Q2 2025 8 -1 4.98M $201.68M −1
Q1 2025 6 0 11.71M $426.54M +1 −1
Q4 2024 6 +2 7.91M $270.02M +3 −1
Q3 2024 3 -1 61.65K $2.32M +2 −3
Q2 2024 4 46.76K $1.64M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Creative Planning 133.82M +6.9% $6.11B 4.1% ▲ Add 2 SEC ↗
2 Creative Planning 133.82M +6.9% $6.11B 4.1% ▲ Add 2 SEC ↗
3 Financial Engines Advisors L.L.C. 55.85M -2.4% $2.55B 5.2% ▼ Trim 2 SEC ↗
4 LPL Financial LLC 38.03M +1.8% $1.74B 0.5% ▲ Add 2 SEC ↗
5 Cwm, Llc 17.68M +13.9% $807.20M 2.1% ▲ Add 2 SEC ↗
6 Morgan Stanley 16.48M +38.3% $752.34M 0.0% ▲ Add 3 SEC ↗
7 Morgan Stanley 16.48M +38.3% $752.34M 0.0% ▲ Add 3 SEC ↗
8 Morgan Stanley 16.48M +38.3% $752.34M 0.0% ▲ Add 3 SEC ↗
9 Morgan Stanley 16.48M +38.3% $752.34M 0.0% ▲ Add 3 SEC ↗
10 Jane Street Group, Llc 13.34M +12238.4% $609.18M 0.7% ▲ Add 2 SEC ↗
11 Envestnet Asset Management Inc 8.93M +12.1% $407.57M 0.1% ▲ Add 2 SEC ↗
12 UBS Group AG 8.79M +4.7% $401.26M 0.1% ▲ Add 2 SEC ↗
13 UBS Group AG 8.79M +4.7% $401.26M 0.1% ▲ Add 2 SEC ↗
14 UBS Group AG 8.79M +4.7% $401.26M 0.1% ▲ Add 2 SEC ↗
15 State Street Global Advisors (passive) 7.89M -6.8% $360.00M 0.0% ▼ Trim 6 SEC ↗
16 Commonwealth Equity Services, Llc 5.73M +0.3% $261.40M 0.4% ▲ Add 2 SEC ↗
17 Stifel Financial Corp 5.15M -2.7% $235.26M 0.2% ▼ Trim 2 SEC ↗
18 Stifel Financial Corp 5.15M -2.7% $235.26M 0.2% ▼ Trim 2 SEC ↗
19 Stifel Financial Corp 5.15M -2.7% $235.26M 0.2% ▼ Trim 2 SEC ↗
20 Bank Of America Corp /De/ 4.67M -33.0% $212.97M 0.0% ▼ Trim 2 SEC ↗
21 Bank Of America Corp /De/ 4.67M -33.0% $212.97M 0.0% ▼ Trim 2 SEC ↗
22 Bank Of America Corp /De/ 4.67M -33.0% $212.97M 0.0% ▼ Trim 2 SEC ↗
23 Bank Of America Corp /De/ 4.67M -33.0% $212.97M 0.0% ▼ Trim 2 SEC ↗
24 Mariner, LLC 4.47M -4.0% $204.20M 0.2% ▼ Trim 2 SEC ↗
25 Mariner, LLC 4.47M -4.0% $204.20M 0.2% ▼ Trim 2 SEC ↗
26 Mariner, LLC 4.47M -4.0% $204.20M 0.2% ▼ Trim 2 SEC ↗
27 Mariner, LLC 4.47M -4.0% $204.20M 0.2% ▼ Trim 2 SEC ↗
28 Osaic Holdings, Inc. 4.41M -3.9% $201.19M 0.3% ▼ Trim 2 SEC ↗
29 Osaic Holdings, Inc. 4.41M -3.9% $201.19M 0.3% ▼ Trim 2 SEC ↗
30 Osaic Holdings, Inc. 4.41M -3.9% $201.19M 0.3% ▼ Trim 2 SEC ↗
31 HighTower Advisors, LLC 4.23M +6.8% $192.99M 0.2% ▲ Add 2 SEC ↗
32 Raymond James Financial Inc 3.99M +28.8% $182.06M 0.1% ▲ Add 2 SEC ↗
33 Raymond James Financial Inc 3.99M +28.8% $182.06M 0.1% ▲ Add 2 SEC ↗
34 Raymond James Financial Inc 3.99M +28.8% $182.06M 0.1% ▲ Add 2 SEC ↗
35 Ameriprise Financial Inc 3.12M +13.5% $142.35M 0.0% ▲ Add 2 SEC ↗
36 Ameriprise Financial Inc 3.12M +13.5% $142.35M 0.0% ▲ Add 2 SEC ↗
37 Truist Financial Corp 2.93M +52.0% $133.73M 0.2% ▲ Add 2 SEC ↗
38 Truist Financial Corp 2.93M +52.0% $133.73M 0.2% ▲ Add 2 SEC ↗
39 Truist Financial Corp 2.93M +52.0% $133.73M 0.2% ▲ Add 2 SEC ↗
40 Northwestern Mutual Wealth… 2.67M +4.8% $121.72M 0.1% ▲ Add 2 SEC ↗
41 State Farm Mutual Automobile… 2.35M New $107.40M 0.1% New 1 SEC ↗
42 Cetera Investment Advisers 2.26M +5.0% $103.17M 0.1% ▲ Add 2 SEC ↗
43 Sei Investments Co 2.25M -2.2% $102.94M 0.1% ▼ Trim 2 SEC ↗
44 Mml Investors Services, Llc 2.15M +19.3% $98.35M 0.3% ▲ Add 2 SEC ↗
45 Cerity Partners LLC 2.09M +69.4% $95.43M 0.1% ▲ Add 2 SEC ↗
46 Cerity Partners LLC 2.09M +69.4% $95.43M 0.1% ▲ Add 2 SEC ↗
47 Assetmark, Inc 2.05M -8.1% $93.51M 0.2% ▼ Trim 2 SEC ↗
48 Wells Fargo & Company/Mn 1.97M +11.3% $89.98M 0.0% ▲ Add 2 SEC ↗
49 Wells Fargo & Company/Mn 1.97M +11.3% $89.98M 0.0% ▲ Add 2 SEC ↗
50 JPMorgan Chase 1.97M +7.4% $87.16M 0.0% ▲ Add 3 SEC ↗
51 JPMorgan Chase 1.97M +7.4% $87.16M 0.0% ▲ Add 3 SEC ↗
52 JPMorgan Chase 1.97M +7.4% $87.16M 0.0% ▲ Add 3 SEC ↗
53 JPMorgan Chase 1.97M +7.4% $87.16M 0.0% ▲ Add 3 SEC ↗
54 JPMorgan Chase 1.97M +7.4% $87.16M 0.0% ▲ Add 3 SEC ↗
55 JPMorgan Chase 1.97M +7.4% $87.16M 0.0% ▲ Add 3 SEC ↗
56 Royal Bank Of Canada 1.84M -2.2% $83.96M 0.0% ▼ Trim 2 SEC ↗
57 Royal Bank Of Canada 1.84M -2.2% $83.96M 0.0% ▼ Trim 2 SEC ↗
58 Royal Bank Of Canada 1.84M -2.2% $83.96M 0.0% ▼ Trim 2 SEC ↗
59 Royal Bank Of Canada 1.84M -2.2% $83.96M 0.0% ▼ Trim 2 SEC ↗
60 Royal Bank Of Canada 1.84M -2.2% $83.96M 0.0% ▼ Trim 2 SEC ↗
61 Royal Bank Of Canada 1.84M -2.2% $83.96M 0.0% ▼ Trim 2 SEC ↗
62 Corient Private Wealth LP 1.69M -47.9% $77.29M 0.1% ▼ Trim 2 SEC ↗
63 Alliancebernstein L.P. 1.50M +16.6% $66.82M 0.0% ▲ Add 2 SEC ↗
64 Rockefeller Capital Management L.P. 1.46M -0.2% $66.49M 0.1% ▼ Trim 2 SEC ↗
65 Rockefeller Capital Management L.P. 1.46M -0.2% $66.49M 0.1% ▼ Trim 2 SEC ↗
66 Rockefeller Capital Management L.P. 1.46M -0.2% $66.49M 0.1% ▼ Trim 2 SEC ↗
67 BlackRock (passive) 1.22M +122.1% $55.63M 0.0% ▲ Add 4 SEC ↗
68 BlackRock (passive) 1.22M +122.1% $55.63M 0.0% ▲ Add 4 SEC ↗
69 Wealth Enhancement Advisory… 1.19M -41.2% $54.66M 0.1% ▼ Trim 2 SEC ↗
70 Charles Schwab Investment… 732.22K -5.2% $33.43M 0.0% ▼ Trim 2 SEC ↗
71 Us Bancorp \De\ 707.91K +12.7% $32.32M 0.0% ▲ Add 2 SEC ↗
72 Us Bancorp \De\ 707.91K +12.7% $32.32M 0.0% ▲ Add 2 SEC ↗
73 Us Bancorp \De\ 707.91K +12.7% $32.32M 0.0% ▲ Add 2 SEC ↗
74 Bank of New York Mellon Corp 650.32K +3.3% $29.69M 0.0% ▲ Add 2 SEC ↗
75 Bank of New York Mellon Corp 650.32K +3.3% $29.69M 0.0% ▲ Add 2 SEC ↗
76 Bank of New York Mellon Corp 650.32K +3.3% $29.69M 0.0% ▲ Add 2 SEC ↗
77 Bank of New York Mellon Corp 650.32K +3.3% $29.69M 0.0% ▲ Add 2 SEC ↗
78 Goldman Sachs Group 582.24K +4.8% $26.58M 0.0% ▲ Add 3 SEC ↗
79 Goldman Sachs Group 582.24K +4.8% $26.58M 0.0% ▲ Add 3 SEC ↗
80 Focus Partners Wealth 496.24K -0.4% $22.65M 0.0% ▼ Trim 2 SEC ↗
81 Fifth Third Bancorp 389.08K +807.2% $17.76M 0.0% ▲ Add 2 SEC ↗
82 Citigroup Inc 385.28K +50.5% $17.59M 0.0% ▲ Add 2 SEC ↗
83 Bnp Paribas Financial Markets 376.60K New $17.19M 0.0% New 1 SEC ↗
84 Mercer Global Advisors Inc /Adv 322.11K +79.6% $14.70M 0.0% ▲ Add 2 SEC ↗
85 Fidelity (FMR) 285.65K +5.2% $13.04M 0.0% ▲ Add 4 SEC ↗
86 Quantinno Capital Management LP 229.53K +59.9% $10.48M 0.0% ▲ Add 2 SEC ↗
87 Jones Financial Companies Lllp 207.60K +55.1% $9.20M 0.0% ▲ Add 2 SEC ↗
88 Jones Financial Companies Lllp 207.60K +55.1% $9.20M 0.0% ▲ Add 2 SEC ↗
89 Squarepoint Ops LLC 188.50K +1965.7% $8.60M 0.0% ▲ Add 2 SEC ↗
90 Kayne Anderson Rudnick Investment… 176.49K New $8.06M 0.0% New 1 SEC ↗
91 AQR Capital Management 160.86K +31.5% $7.34M 0.0% ▲ Add 8 SEC ↗
92 AQR Capital Management 160.86K +31.5% $7.34M 0.0% ▲ Add 8 SEC ↗
93 Captrust Financial Advisors 107.09K +17.0% $4.89M 0.0% ▲ Add 2 SEC ↗
94 Renaissance Technologies 88.90K New $4.06M 0.0% New 1 SEC ↗
95 Blair William & Co/Il 84.41K +13.3% $3.85M 0.0% ▲ Add 2 SEC ↗
96 Susquehanna International Group, Llp 75.13K -95.0% $3.43M 0.0% ▼ Trim 2 SEC ↗
97 Pnc Financial Services Group, Inc. 70.16K +3.0% $3.20M 0.0% ▲ Add 2 SEC ↗
98 Pnc Financial Services Group, Inc. 70.16K +3.0% $3.20M 0.0% ▲ Add 2 SEC ↗
99 First Manhattan Co. Llc. 55.11K 0.0% $2.52M 0.0% ▼ Trim 2 SEC ↗
100 Brown Advisory Inc 51.27K -35.8% $2.34M 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

State Farm Mutual Automobile… $107.40M 0.1%
Bnp Paribas Financial Markets $17.19M 0.0%
Kayne Anderson Rudnick… $8.06M 0.0%
Renaissance Technologies $4.06M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,183 holders, 655.25M shares, $28.99B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API