Capital Advantage
SPDW icon

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

Capital Advantage’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 		– Sell
-6,526
Closed -$329K – 162
2026
Q2 		$329K Buy
+6,526
New +$323K 0.04% 119

Other funds holding SPDW

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
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Center for Financial Planning
Center for Financial Planning Southfied, Michigan $1.08B AUM 12.2% 1-Year Est. Return

Capital Advantage's SPDW Position: Q3 2026 in Review

Capital Advantage sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026, closing a stake of 6,526 shares — an estimated $329K sold.

Capital Advantage first reported a position in SPDW in Q2 2026 and held it in 1 quarter. The position peaked at $329K in Q2 2026. 447 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Capital Advantage reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2026 after selling out during the quarter.
  • Capital Advantage sold 6,526 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $329K.
  • Capital Advantage first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2026 and held it in 1 quarter.
  • Capital Advantage's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $329K in Q2 2026.
  • 447 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.