Client 1st Advisory Group
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Client 1st Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Client 1st Advisory 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 		$806K Hold
16,050
– – 0.21% 58
2026
Q2 		$809K Hold
16,050
– – 0.21% 57
2026
Q1 		$733K Sell
16,050
-491
-3% -$23K 0.22% 57
2025
Q4 		$735K Sell
16,541
-45
-0.3% -$1.97K 0.23% 52
2025
Q3 		$710K Hold
16,586
– – 0.24% 55
2025
Q2 		$672K Buy
16,586
+9,528
+135% +$365K 0.24% 53
2025
Q1 		$257K Hold
7,058
– – 0.1% 110
2024
Q4 		$241K Hold
7,058
– – 0.09% 119
2024
Q3 		$265K Hold
7,058
– – 0.11% 105
2024
Q2 		$248K Hold
7,058
– – 0.11% 100
2024
Q1 		$253K Sell
7,058
-321
-4% -$11K 0.11% 97
2023
Q4 		$251K Sell
7,379
-224
-3% -$7.11K 0.12% 93
2023
Q3 		$236K Hold
7,603
– – 0.12% 92
2023
Q2 		$247K Sell
7,603
-109
-1% -$3.56K 0.13% 87
2023
Q1 		$248K Sell
7,712
-109
-1% -$3.44K 0.13% 80
2022
Q4 		$232K Buy
+7,821
New +$224K 0.14% 83

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
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
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Client 1st Advisory Group's SPDW Position: Q3 2026 in Review

Client 1st Advisory Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 16,050 shares worth $806K. The position accounts for 0.21% of the portfolio, ranked #58.

Client 1st Advisory Group first reported a position in SPDW in Q4 2022 and has held it in 16 quarters since. The position peaked at $809K in Q2 2026. 320 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Client 1st Advisory Group held 16,050 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $806K as of Q3 2026.
  • Client 1st Advisory Group left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Client 1st Advisory Group's portfolio in Q3 2026, its #58 holding.
  • Client 1st Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 16 quarters since.
  • Client 1st Advisory Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $809K in Q2 2026.
  • 320 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.