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Seven Hills Financial, LLC’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Seven Hills Financial, LLC’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 		$3.78M Buy
+75,378
New +$3.83M 2.28% 11

Other funds holding SPDW

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Seven Hills Financial, LLC's SPDW Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026: 75,378 shares worth $3.78M. The stake represents 2.28% of the portfolio and ranks #11 among its holdings.

99 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Seven Hills Financial, LLC held 75,378 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.78M as of Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.28% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #11 holding.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.