Arete Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.88M | Sell |
194,586
-900
| -0.5% | -$42.2K | 0.67% | 35 |
|
|
2025
Q4 | $8.68M | Buy |
195,486
+7,819
| +4% | +$342K | 0.53% | 43 |
|
|
2025
Q3 | $8.04M | Buy |
187,667
+16,508
| +10% | +$684K | 0.5% | 46 |
|
|
2025
Q2 | $6.93M | Buy |
171,159
+4,266
| +3% | +$164K | 0.49% | 47 |
|
|
2025
Q1 | $6.08M | Buy |
166,893
+17,220
| +12% | +$622K | 0.46% | 46 |
|
|
2024
Q4 | $5.12M | Buy |
149,673
+8,212
| +6% | +$294K | 0.37% | 57 |
|
|
2024
Q3 | $5.3M | Sell |
141,461
-43,391
| -23% | -$1.57M | 0.45% | 48 |
|
|
2024
Q2 | $6.47M | Buy |
184,852
+5,236
| +3% | +$186K | 0.53% | 38 |
|
|
2024
Q1 | $6.44M | Buy |
179,616
+15,801
| +10% | +$543K | 0.6% | 39 |
|
|
2023
Q4 | $5.57M | Buy |
163,815
+109,799
| +203% | +$3.49M | 0.42% | 48 |
|
|
2023
Q3 | $1.68M | Sell |
54,016
-100,962
| -65% | -$3.26M | 0.29% | 75 |
|
|
2023
Q2 | $5.04M | Sell |
154,978
-27,177
| -15% | -$887K | 0.45% | 49 |
|
|
2023
Q1 | $5.85M | Buy |
+182,155
| New | +$5.75M | 0.48% | 43 |
|
|
2022
Q4 | – | Sell |
-185,504
| Closed | -$4.79M | – | 700 |
|
|
2022
Q3 | $4.79M | Buy |
185,504
+73,541
| +66% | +$2.12M | 0.47% | 46 |
|
|
2022
Q2 | $3.23M | Sell |
111,963
-64,273
| -36% | -$2.03M | 0.33% | 66 |
|
|
2022
Q1 | $6.04M | Buy |
176,236
+6,859
| +4% | +$238K | 0.51% | 50 |
|
|
2021
Q4 | $6.2M | Sell |
169,377
-9,256
| -5% | -$340K | 0.53% | 46 |
|
|
2021
Q3 | $6.47M | Buy |
178,633
+14,356
| +9% | +$533K | 0.71% | 32 |
|
|
2021
Q2 | $3.25M | Buy |
164,277
+51,713
| +46% | +$1.92M | 0.46% | 47 |
|
|
2021
Q1 | $3.98M | Buy |
112,564
+8,756
| +8% | +$307K | 0.51% | 45 |
|
|
2020
Q4 | $3.51M | Buy |
+103,808
| New | +$3.27M | 0.5% | 50 |
|
|
2020
Q3 | – | Sell |
-167,723
| Closed | -$4.63M | – | 410 |
|
|
2020
Q2 | $4.63M | Buy |
167,723
+39,368
| +31% | +$1.03M | 0.8% | 23 |
|
|
2020
Q1 | $3.07M | Buy |
128,355
+26,057
| +25% | +$746K | 0.6% | 34 |
|
|
2019
Q4 | $3.21M | Buy |
102,298
+1,351
| +1% | +$41.1K | 0.56% | 42 |
|
|
2019
Q3 | $2.96M | Sell |
100,947
-6,596
| -6% | -$191K | 0.57% | 38 |
|
|
2019
Q2 | $3.18M | Buy |
107,543
+17,587
| +20% | +$518K | 0.62% | 36 |
|
|
2019
Q1 | $2.63M | Buy |
89,956
+10,153
| +13% | +$289K | 0.55% | 44 |
|
|
2018
Q4 | $2.11M | Buy |
79,803
+1,369
| +2% | +$38.6K | 0.51% | 55 |
|
|
2018
Q3 | $2.41M | Sell |
78,434
-2,734
| -3% | -$83.5K | 0.54% | 53 |
|
|
2018
Q2 | $2.47M | Buy |
81,168
+61,183
| +306% | +$1.93M | 0.59% | 44 |
|
|
2018
Q1 | $628K | Buy |
+19,985
| New | +$641K | 0.21% | 132 |
|
Other funds holding SPDW
AF
AOI
TCIIS
Arete Wealth Advisors's SPDW Position: Q1 2026 in Review
Arete Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.46% in Q1 2026, selling an estimated $42.2K and leaving 194,586 shares worth $8.88M. The position accounts for 0.67% of the portfolio, ranked #35.
Arete Wealth Advisors first reported a position in SPDW in Q1 2018 and has held it in 31 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.
- Arete Wealth Advisors held 194,586 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.88M as of Q1 2026.
- Arete Wealth Advisors sold 900 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $42.2K.
- State Street SPDR Portfolio Developed World ex-US ETF made up 0.67% of Arete Wealth Advisors's portfolio in Q1 2026, its #35 holding.
- Arete Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 31 quarters since.
- 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.