CFG
SPDW icon

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

Cassilly 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 		$595K Sell
11,850
-912
-7% -$46.4K 0.4% 44
2026
Q2 		$643K Buy
12,762
+3,694
+41% +$183K 0.47% 42
2026
Q1 		$414K Buy
9,068
+299
+3% +$14K 0.36% 44
2025
Q4 		$389K Buy
+8,769
New +$383K 0.34% 45

Other funds holding SPDW

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Cassilly Financial Group's SPDW Position: Q3 2026 in Review

Cassilly Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.1% in Q3 2026, selling an estimated $46.4K and leaving 11,850 shares worth $595K. The position accounts for 0.4% of the portfolio, ranked #44.

Cassilly Financial Group first reported a position in SPDW in Q4 2025 and has held it in 4 quarters since. The position peaked at $643K in Q2 2026. 42 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Cassilly Financial Group held 11,850 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $595K as of Q3 2026.
  • Cassilly Financial Group sold 912 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $46.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.4% of Cassilly Financial Group's portfolio in Q3 2026, its #44 holding.
  • Cassilly Financial Group 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.
  • Cassilly Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $643K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.