Benchmark Financial
SPDW icon

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

Benchmark Financial’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 		$7.68M Buy
152,954
+4,827
+3% +$246K 5.9% 4
2026
Q2 		$7.46M Sell
148,127
-340
-0.2% -$16.9K 6.08% 5
2026
Q1 		$6.78M Buy
148,467
+20,314
+16% +$953K 6.08% 6
2025
Q4 		$5.69M Buy
+128,153
New +$5.6M 5.67% 6

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

Benchmark Financial's SPDW Position: Q3 2026 in Review

Benchmark Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.3% in Q3 2026, buying an estimated $246K and bringing the position to 152,954 shares worth $7.68M. The position accounts for 5.9% of the portfolio, ranked #4.

Benchmark Financial first reported a position in SPDW in Q4 2025 and has held it in 4 quarters since. 829 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Benchmark Financial held 152,954 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.68M as of Q3 2026.
  • Benchmark Financial bought 4,827 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $246K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 5.9% of Benchmark Financial's portfolio in Q3 2026, its #4 holding.
  • Benchmark Financial 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.
  • 829 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.