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

ARQ 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 		$5.35M Sell
106,556
-1,535
-1% -$78.1K 0.64% 54
2026
Q2 		$5.39M Sell
108,091
-17,142
-14% -$850K 0.67% 54
2026
Q1 		$5.72M Sell
125,233
-2,157
-2% -$101K 1.03% 31
2025
Q4 		$5.66M Sell
127,390
-2,487
-2% -$109K 1.53% 21
2025
Q3 		$5.56M Sell
129,877
-46,161
-26% -$1.91M 1.64% 19
2025
Q2 		$6.41M Hold
176,038
– – 2.2% 19
2025
Q1 		$6.41M Sell
176,038
-49,593
-22% -$1.79M 2.38% 18
2024
Q4 		$7.7M Sell
225,631
-224,282
-50% -$8.03M 2.93% 13
2024
Q3 		$16.7M Buy
449,913
+15,998
+4% +$577K 6.32% 2
2024
Q2 		$15.2M Buy
433,915
+5,914
+1% +$210K 6.59% 2
2024
Q1 		$15.3M Buy
428,001
+45,883
+12% +$1.58M 6.66% 2
2023
Q4 		$13M Buy
382,118
+22,528
+6% +$715K 7.73% 1
2023
Q3 		$11.2M Sell
359,590
-64,341
-15% -$2.08M 8.35% 1
2023
Q2 		$13.8M Sell
423,931
-102,327
-19% -$3.34M 8.96% 1
2023
Q1 		$16.9M Sell
526,258
-46,132
-8% -$1.46M 12.43% 1
2022
Q4 		$17M Buy
572,390
+27,080
+5% +$777K 11.1% 1
2022
Q3 		$14.1M Buy
545,310
+56,788
+12% +$1.64M 10.87% 1
2022
Q2 		$14.1M Sell
488,522
-2,844
-0.6% -$90K 10.08% 1
2022
Q1 		$16.8M Buy
491,366
+86,749
+21% +$3.01M 11.34% 1
2021
Q4 		$14.8M Sell
404,617
-45,354
-10% -$1.67M 10.49% 1
2021
Q3 		$16.3M Buy
449,971
+18,959
+4% +$704K 10.47% 1
2021
Q2 		$15.9M Buy
431,012
+2,664
+0.6% +$98.8K 10.16% 1
2021
Q1 		$15.1M Buy
428,348
+2,601
+0.6% +$91.2K 9.8% 1
2020
Q4 		$14.4M Buy
425,747
+72,057
+20% +$2.27M 9.03% 1
2020
Q3 		$10.3M Buy
353,690
+5,951
+2% +$174K 9.97% 1
2020
Q2 		$9.6M Sell
347,739
-17,936
-5% -$469K 9.34% 1
2020
Q1 		$8.75M Buy
+365,675
New +$10.5M 9.96% 1

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

ARQ Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.4% in Q3 2026, selling an estimated $78.1K and leaving 106,556 shares worth $5.35M. The position accounts for 0.64% of the portfolio, ranked #54.

ARQ Wealth Advisors first reported a position in SPDW in Q1 2020 and has held it in 27 quarters since. The position peaked at $17M in Q4 2022. 1,139 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • ARQ Wealth Advisors held 106,556 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.35M as of Q3 2026.
  • ARQ Wealth Advisors sold 1,535 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $78.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.64% of ARQ Wealth Advisors's portfolio in Q3 2026, its #54 holding.
  • ARQ Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 27 quarters since.
  • ARQ Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $17M in Q4 2022.
  • 1,139 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.