Aspiriant LLC
SPDW icon

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

Aspiriant LLC’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 		$561K Buy
11,170
+2,677
+32% +$136K 0.01% 230
2026
Q2 		$428K Buy
8,493
+889
+12% +$44.1K 0.01% 269
2026
Q1 		$347K Hold
7,604
– – 0.01% 258
2025
Q4 		$338K Buy
+7,604
New +$332K 0.01% 261

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AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Aspiriant LLC's SPDW Position: Q3 2026 in Review

Aspiriant LLC increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 32% in Q3 2026, buying an estimated $136K and bringing the position to 11,170 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #230.

Aspiriant LLC first reported a position in SPDW in Q4 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Aspiriant LLC held 11,170 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $561K as of Q3 2026.
  • Aspiriant LLC bought 2,677 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $136K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #230 holding.
  • Aspiriant LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.