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

Broadway Wealth Solutions’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	$279K	Buy	+5,562	New	+$283K	0.13%	73

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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Broadway Wealth Solutions's SPDW Position: Q3 2026 in Review

Broadway Wealth Solutions opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026: 5,562 shares worth $279K. The stake represents 0.13% of the portfolio and ranks #73 among its holdings.

930 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Broadway Wealth Solutions held 5,562 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $279K as of Q3 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new Broadway Wealth Solutions position in Q3 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.13% of Broadway Wealth Solutions's portfolio in Q3 2026, its #73 holding.
930 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

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