ABLE Financial Group
SPDW icon

ABLE Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

ABLE Financial Group’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 		$3.07M Buy
61,081
+530
+0.9% +$27K 0.48% 54
2026
Q2 		$3.05M Sell
60,551
-97
-0.2% -$4.81K 0.51% 52
2026
Q1 		$2.77M Sell
60,648
-422
-0.7% -$19.8K 0.54% 46
2025
Q4 		$2.71M Sell
61,070
-50
-0.1% -$2.18K 0.55% 42
2025
Q3 		$2.62M Sell
61,120
-211
-0.3% -$8.74K 0.57% 41
2025
Q2 		$2.48M Buy
61,331
+923
+2% +$35.4K 0.6% 40
2025
Q1 		$2.2M Sell
60,408
-151
-0.2% -$5.46K 0.62% 35
2024
Q4 		$2.07M Sell
60,559
-2,644
-4% -$94.7K 0.61% 39
2024
Q3 		$2.37M Sell
63,203
-2,214
-3% -$79.9K 0.73% 30
2024
Q2 		$2.29M Buy
65,417
+1,344
+2% +$47.8K 0.83% 27
2024
Q1 		$2.3M Sell
64,073
-175
-0.3% -$6.01K 0.9% 28
2023
Q4 		$2.19M Buy
64,248
+23,848
+59% +$757K 0.94% 26
2023
Q3 		$1.25M Buy
40,400
+6,581
+19% +$213K 0.63% 28
2023
Q2 		$1.1M Buy
33,819
+1,504
+5% +$49.1K 0.57% 37
2023
Q1 		$1.04M Buy
+32,315
New +$1.02M 0.68% 35

Other funds holding SPDW

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

ABLE Financial Group's SPDW Position: Q3 2026 in Review

ABLE Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.88% in Q3 2026, buying an estimated $27K and bringing the position to 61,081 shares worth $3.07M. The position accounts for 0.48% of the portfolio, ranked #54.

ABLE Financial Group first reported a position in SPDW in Q1 2023 and has held it in 15 quarters since. 366 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • ABLE Financial Group held 61,081 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.07M as of Q3 2026.
  • ABLE Financial Group bought 530 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $27K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.48% of ABLE Financial Group's portfolio in Q3 2026, its #54 holding.
  • ABLE Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 15 quarters since.
  • 366 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.