Castleview Partners
SPDW icon

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

Castleview Partners’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 		$265K Buy
5,276
+541
+11% +$27.5K 0.12% 179
2026
Q2 		$239K Sell
4,735
-1,927
-29% -$95.5K 0.1% 189
2026
Q1 		$304K Buy
6,662
+476
+8% +$22.3K 0.16% 145
2025
Q4 		$275K Buy
6,186
+1,011
+20% +$44.2K 0.14% 150
2025
Q3 		$221K Buy
+5,175
New +$214K 0.12% 162
2025
Q2 		– Sell
-8,343
Closed -$304K – 189
2025
Q1 		$304K Sell
8,343
-119
-1% -$4.3K 0.21% 127
2024
Q4 		$288K Buy
8,462
+245
+3% +$8.77K 0.16% 148
2024
Q3 		$309K Sell
8,217
-14,096
-63% -$509K 0.18% 134
2024
Q2 		$783K Buy
22,313
+9,710
+77% +$345K 0.44% 50
2024
Q1 		$452K Buy
12,603
+1,974
+19% +$67.8K 0.25% 91
2023
Q4 		$361K Buy
10,629
+4,295
+68% +$136K 0.25% 95
2023
Q3 		$196K Sell
6,334
-538
-8% -$17.4K 0.18% 117
2023
Q2 		$224K Sell
6,872
-1,811
-21% -$59.1K 0.2% 102
2023
Q1 		$279K Sell
8,683
-788
-8% -$24.9K 0.25% 96
2022
Q4 		$281K Buy
9,471
+1,382
+17% +$39.7K 0.27% 87
2022
Q3 		$209K Buy
8,089
+6,689
+478% +$193K 0.2% 106
2022
Q2 		$50.2K Sell
1,400
-7,771
-85% -$246K 0.04% 300
2022
Q1 		$314K Buy
+9,171
New +$318K 0.2% 110
2021
Q2 		$182K Buy
+4,953
New +$184K 0.08% 220

Other funds holding SPDW

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Castleview Partners's SPDW Position: Q3 2026 in Review

Castleview Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q3 2026, buying an estimated $27.5K and bringing the position to 5,276 shares worth $265K. The position accounts for 0.12% of the portfolio, ranked #179.

Castleview Partners first reported a position in SPDW in Q2 2021 and has held it in 19 quarters since. The position peaked at $783K in Q2 2024. 342 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Castleview Partners held 5,276 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $265K as of Q3 2026.
  • Castleview Partners bought 541 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $27.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Castleview Partners's portfolio in Q3 2026, its #179 holding.
  • Castleview Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 19 quarters since.
  • Castleview Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $783K in Q2 2024.
  • 342 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.