4Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

4Wealth Advisors’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 Q3	$575K	Buy	11,360 +309	+3%	+$15.7K	0.4%	63
2026 Q2	$554K	Buy	11,051 +276	+3%	+$13.7K	0.43%	71
2026 Q1	$476K	Buy	10,775 +390	+4%	+$18.3K	0.41%	79
2025 Q4	$461K	Buy	10,385 +352	+4%	+$15.4K	0.39%	88
2025 Q3	$429K	Sell	10,033 -328	-3%	-$13.6K	0.38%	87
2025 Q2	$419K	Buy	10,361 +1,081	+12%	+$41.4K	0.43%	80
2025 Q1	$338K	Sell	9,280 -2,569	-22%	-$92.8K	0.37%	98
2024 Q4	$404K	Buy	+11,849	New	+$424K	0.41%	83

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

4Wealth Advisors's SPDW Position: Q3 2026 in Review

4Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.8% in Q3 2026, buying an estimated $15.7K and bringing the position to 11,360 shares worth $575K. The position accounts for 0.4% of the portfolio, ranked #63.

4Wealth Advisors first reported a position in SPDW in Q4 2024 and has held it in 8 quarters since. 812 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

4Wealth Advisors held 11,360 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $575K as of Q3 2026.
4Wealth Advisors bought 309 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $15.7K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.4% of 4Wealth Advisors's portfolio in Q3 2026, its #63 holding.
4Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 8 quarters since.
812 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.