Apella Capital
SPDW icon

Apella Capital’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Apella Capital’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 		$24M Sell
480,245
-153,745
-24% -$7.82M 0.3% 72
2026
Q2 		$31.8M Sell
633,990
-31,731
-5% -$1.57M 0.45% 53
2026
Q1 		$33M Buy
665,721
+17,491
+3% +$821K 0.49% 51
2025
Q4 		$28.8M Buy
648,230
+46,167
+8% +$2.02M 0.57% 46
2025
Q3 		$26.1M Buy
602,063
+416,513
+224% +$17.3M 0.58% 45
2025
Q2 		$7.45M Buy
185,550
+140,428
+311% +$5.38M 0.2% 88
2025
Q1 		$1.58M Sell
45,122
-90
-0.2% -$3.25K 0.05% 151
2024
Q4 		$1.54M Buy
45,212
+1,571
+4% +$56.3K 0.06% 133
2024
Q3 		$1.63M Sell
43,641
-444
-1% -$16K 0.07% 119
2024
Q2 		$1.57M Sell
44,085
-949
-2% -$33.8K 0.07% 116
2024
Q1 		$1.61M Sell
45,034
-604
-1% -$20.7K 0.08% 106
2023
Q4 		$1.53M Sell
45,638
-21,813
-32% -$692K 0.09% 106
2023
Q3 		$2.09M Sell
67,451
-245
-0.4% -$7.91K 0.15% 82
2023
Q2 		$2.2M Buy
+67,696
New +$2.21M 0.16% 79
2022
Q4 		$2.14M Buy
72,128
+26,128
+57% +$750K 0.2% 68
2022
Q3 		$1.19M Hold
46,000
– – 0.14% 89
2022
Q2 		$1.33M Sell
46,000
-4,985
-10% -$158K 0.16% 84
2022
Q1 		$1.75M Buy
50,985
+9,973
+24% +$346K 0.25% 61
2021
Q4 		$1.5M Sell
41,012
-50,833
-55% -$1.87M 0.19% 70
2021
Q3 		$3.33M Buy
91,845
+13,298
+17% +$494K 0.48% 47
2021
Q2 		$2.89M Buy
+78,547
New +$2.91M 0.47% 46

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
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
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
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Apella Capital's SPDW Position: Q3 2026 in Review

Apella Capital reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 24% in Q3 2026, selling an estimated $7.82M and leaving 480,245 shares worth $24M. The position accounts for 0.3% of the portfolio, ranked #72.

Apella Capital first reported a position in SPDW in Q2 2021 and has held it in 21 quarters since. The position peaked at $33M in Q1 2026. 812 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Apella Capital held 480,245 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $24M as of Q3 2026.
  • Apella Capital sold 153,745 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $7.82M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.3% of Apella Capital's portfolio in Q3 2026, its #72 holding.
  • Apella Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $33M in Q1 2026.
  • 812 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.