Axxcess Wealth Management
SPDW icon

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

Axxcess Wealth Management’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 		$4.74M Sell
94,440
-2,066,916
-96% -$105M 0.19% 133
2026
Q2 		$109M Buy
2,161,356
+105,897
+5% +$5.25M 1.73% 5
2026
Q1 		$93.8M Buy
2,055,459
+1,023
+0% +$48K 3.01% 4
2025
Q4 		$91.2M Buy
2,054,436
+35,520
+2% +$1.55M 1.58% 8
2025
Q3 		$86.4M Buy
2,018,916
+179,912
+10% +$7.46M 1.83% 7
2025
Q2 		$74.5M Buy
1,839,004
+90,560
+5% +$3.47M 1.74% 8
2025
Q1 		$63.7M Buy
1,748,444
+195,040
+13% +$7.05M 1.69% 8
2024
Q4 		$53M Buy
1,553,404
+93,162
+6% +$3.34M 1.27% 14
2024
Q3 		$54.8M Sell
1,460,242
-23,221
-2% -$838K 1.35% 13
2024
Q2 		$52M Buy
1,483,463
+189,226
+15% +$6.73M 1.38% 15
2024
Q1 		$46.4M Buy
1,294,237
+43,874
+4% +$1.51M 1.27% 14
2023
Q4 		$42.5M Sell
1,250,363
-64,538
-5% -$2.05M 1.23% 14
2023
Q3 		$40.8M Buy
1,314,901
+1,185,837
+919% +$38.3M 1.39% 11
2023
Q2 		$4.2M Sell
129,064
-23,714
-16% -$774K 0.3% 76
2023
Q1 		$4.91M Buy
152,778
+236
+0.2% +$7.45K 0.37% 63
2022
Q4 		$4.53M Sell
152,542
-40,094
-21% -$1.15M 0.37% 58
2022
Q3 		$4.97M Sell
192,636
-79,864
-29% -$2.3M 0.47% 41
2022
Q2 		$7.86M Buy
272,500
+56,201
+26% +$1.78M 0.72% 24
2022
Q1 		$7.41M Sell
216,299
-540
-0.2% -$18.7K 0.58% 30
2021
Q4 		$7.91M Buy
+216,839
New +$7.98M 0.58% 33

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

Axxcess Wealth Management's SPDW Position: Q3 2026 in Review

Axxcess Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 96% in Q3 2026, selling an estimated $105M and leaving 94,440 shares worth $4.74M. The position accounts for 0.19% of the portfolio, ranked #133.

Axxcess Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 20 quarters since. The position peaked at $109M in Q2 2026. 864 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Axxcess Wealth Management held 94,440 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.74M as of Q3 2026.
  • Axxcess Wealth Management sold 2,066,916 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $105M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.19% of Axxcess Wealth Management's portfolio in Q3 2026, its #133 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $109M in Q2 2026.
  • 864 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.