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

Brian Low Financial Group’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	$482K	Buy	9,603 +93	+1%	+$4.73K	0.27%	68
2026 Q2	$479K	Buy	9,510 +406	+4%	+$20.1K	0.28%	69
2026 Q1	$416K	Buy	9,104 +844	+10%	+$39.6K	0.28%	76
2025 Q4	$367K	Buy	8,260 +1,463	+22%	+$63.9K	0.26%	82
2025 Q3	$291K	Buy	6,797 +830	+14%	+$34.4K	0.23%	88
2025 Q2	$242K	Buy	+5,967	New	+$229K	0.23%	92

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Brian Low Financial Group's SPDW Position: Q3 2026 in Review

Brian Low Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.98% in Q3 2026, buying an estimated $4.73K and bringing the position to 9,603 shares worth $482K. The position accounts for 0.27% of the portfolio, ranked #68.

Brian Low Financial Group first reported a position in SPDW in Q2 2025 and has held it in 6 quarters since. 1,036 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Brian Low Financial Group held 9,603 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $482K as of Q3 2026.
Brian Low Financial Group bought 93 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $4.73K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.27% of Brian Low Financial Group's portfolio in Q3 2026, its #68 holding.
Brian Low Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 6 quarters since.
1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.