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

Altus Wealth 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	$643K	Sell	12,801 -175	-1%	-$8.9K	0.24%	66
2026 Q2	$654K	Buy	12,976 +24	+0.2%	+$1.19K	0.24%	77
2026 Q1	$591K	Sell	12,952 -81	-0.6%	-$3.8K	0.24%	75
2025 Q4	$579K	Sell	13,033 -784	-6%	-$34.3K	0.23%	79
2025 Q3	$591K	Sell	13,817 -300	-2%	-$12.4K	0.24%	77
2025 Q2	$572K	Sell	14,117 -3,263	-19%	-$125K	0.25%	79
2025 Q1	$633K	Sell	17,380 -624	-3%	-$22.5K	0.3%	65
2024 Q4	$614K	Sell	18,004 -183	-1%	-$6.55K	0.27%	76
2024 Q3	$683K	Buy	18,187 +284	+2%	+$10.3K	0.29%	75
2024 Q2	$628K	Buy	17,903 +687	+4%	+$24.4K	0.31%	68
2024 Q1	$617K	Buy	+17,216	New	+$591K	0.31%	77

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

Altus Wealth Group's SPDW Position: Q3 2026 in Review

Altus Wealth Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q3 2026, selling an estimated $8.9K and leaving 12,801 shares worth $643K. The position accounts for 0.24% of the portfolio, ranked #66.

Altus Wealth Group first reported a position in SPDW in Q1 2024 and has held it in 11 quarters since. The position peaked at $683K in Q3 2024. 812 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Altus Wealth Group held 12,801 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $643K as of Q3 2026.
Altus Wealth Group sold 175 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $8.9K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.24% of Altus Wealth Group's portfolio in Q3 2026, its #66 holding.
Altus Wealth Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 11 quarters since.
Altus Wealth Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $683K in Q3 2024.
812 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

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