Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Badgley Phelps Wealth Managers’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 		$375K Buy
7,460
+3,352
+82% +$170K 0.01% 273
2026
Q2 		$207K Buy
+4,108
New +$204K ﹤0.01% 327
2021
Q4 		– Sell
-6,025
Closed -$218K – 227
2021
Q3 		$218K Buy
+6,025
New +$224K 0.01% 198

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Badgley Phelps Wealth Managers's SPDW Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 82% in Q3 2026, buying an estimated $170K and bringing the position to 7,460 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #273.

Badgley Phelps Wealth Managers first reported a position in SPDW in Q3 2021 and has held it in 3 quarters since. 930 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Badgley Phelps Wealth Managers held 7,460 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $375K as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 3,352 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $170K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #273 holding.
  • Badgley Phelps Wealth Managers first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2021 and has held it in 3 quarters since.
  • 930 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.