AWA
SPDW icon

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

Aletheian Wealth 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 		$729K Sell
14,524
-1
-0% -$51 0.29% 50
2026
Q2 		$732K Sell
14,525
-381
-3% -$18.9K 0.31% 50
2026
Q1 		$680K Buy
+14,906
New +$699K 0.33% 49
2025
Q3 		$839K Hold
19,604
– – 0.39% 45
2025
Q2 		$794K Hold
19,604
– – 0.39% 48
2025
Q1 		$714K Hold
19,604
– – 0.4% 48
2024
Q4 		$669K Hold
19,604
– – 0.4% 49
2024
Q3 		$736K Sell
19,604
-9,720
-33% -$351K 0.43% 44
2024
Q2 		$1.03M Sell
29,324
-122
-0.4% -$4.34K 0.54% 43
2024
Q1 		$1.06M Sell
29,446
-245
-0.8% -$8.42K 0.57% 42
2023
Q4 		$1.01M Hold
29,691
– – 0.67% 38
2023
Q3 		$921K Buy
29,691
+4,340
+17% +$140K 0.71% 37
2023
Q2 		$825K Hold
25,351
– – 0.57% 44
2023
Q1 		$814K Sell
25,351
-2,541
-9% -$80.2K 0.72% 28
2022
Q4 		$828K Sell
27,892
-3,458
-11% -$99.2K 0.71% 35
2022
Q3 		$809K Sell
31,350
-177
-0.6% -$5.1K 0.92% 30
2022
Q2 		$909K Sell
31,527
-182
-0.6% -$5.76K 0.92% 30
2022
Q1 		$1.09M Sell
31,709
-1,397
-4% -$48.5K 1.03% 27
2021
Q4 		$1.21M Buy
+33,106
New +$1.22M 1.18% 20

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
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
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Aletheian Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.01% in Q3 2026, selling an estimated $51 and leaving 14,524 shares worth $729K. The position accounts for 0.29% of the portfolio, ranked #50.

Aletheian Wealth Advisors first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2021. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Aletheian Wealth Advisors held 14,524 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $729K as of Q3 2026.
  • Aletheian Wealth Advisors sold 1 State Street SPDR Portfolio Developed World ex-US ETF share in Q3 2026, an estimated $51.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.29% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #50 holding.
  • Aletheian Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • Aletheian Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.21M in Q4 2021.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.