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

Avidian Wealth Enterprises’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 		– Sell
-5,009
Closed -$252K – 798
2026
Q2 		$252K Buy
5,009
+64
+1% +$3.17K 0.01% 643
2026
Q1 		$226K Hold
4,945
– – 0.01% 618
2025
Q4 		$220K Buy
+4,945
New +$216K 0.01% 540

Other funds holding SPDW

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Avidian Wealth Enterprises's SPDW Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026, closing a stake of 5,009 shares — an estimated $252K sold.

Avidian Wealth Enterprises first reported a position in SPDW in Q4 2025 and held it in 3 quarters. The position peaked at $252K in Q2 2026. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 5,009 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $252K.
  • Avidian Wealth Enterprises first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and held it in 3 quarters.
  • Avidian Wealth Enterprises's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $252K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.