Accurate Wealth Management
SPDW icon

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

Accurate Wealth 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
Q3 		$347K Sell
6,964
-161
-2% -$8.19K 0.03% 451
2026
Q2 		$358K Buy
7,125
+421
+6% +$20.9K 0.03% 419
2026
Q1 		$323K Sell
6,704
-411
-6% -$19.3K 0.04% 404
2025
Q4 		$325K Sell
7,115
-415
-6% -$18.1K 0.04% 380
2025
Q3 		$322K Buy
7,530
+1,321
+21% +$54.7K 0.04% 374
2025
Q2 		$253K Buy
+6,209
New +$238K 0.04% 386
2023
Q1 		– Sell
-3,551
Closed -$110K – 1248
2022
Q4 		$110K Buy
+3,551
New +$102K 0.04% 294

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Accurate Wealth Management's SPDW Position: Q3 2026 in Review

Accurate Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.3% in Q3 2026, selling an estimated $8.19K and leaving 6,964 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #451.

Accurate Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 7 quarters since. The position peaked at $358K in Q2 2026. 930 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Accurate Wealth Management held 6,964 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $347K as of Q3 2026.
  • Accurate Wealth Management sold 161 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $8.19K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #451 holding.
  • Accurate Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 7 quarters since.
  • Accurate Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $358K in Q2 2026.
  • 930 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.