CRWM
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Castle Rock Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Castle Rock Wealth Management’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 		$342K Buy
6,759
+35
+0.5% +$1.78K 0.06% 202
2026
Q2 		$335K Buy
6,724
+421
+7% +$20.9K 0.07% 214
2026
Q1 		$290K Buy
6,303
+1,058
+20% +$49.6K 0.06% 222
2025
Q4 		$247K Buy
5,245
+546
+12% +$23.9K 0.05% 236
2025
Q3 		$203K Buy
+4,699
New +$195K 0.04% 252

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
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 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

Castle Rock Wealth Management's SPDW Position: Q3 2026 in Review

Castle Rock Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.52% in Q3 2026, buying an estimated $1.78K and bringing the position to 6,759 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #202.

Castle Rock Wealth Management first reported a position in SPDW in Q3 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Castle Rock Wealth Management held 6,759 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $342K as of Q3 2026.
  • Castle Rock Wealth Management bought 35 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $1.78K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Castle Rock Wealth Management's portfolio in Q3 2026, its #202 holding.
  • Castle Rock Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.