Cooksen Wealth
SPDW icon

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

Cooksen Wealth’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 		$4.47M Buy
89,349
+2,040
+2% +$104K 2.74% 12
2026
Q2 		$4.4M Buy
87,309
+2,730
+3% +$135K 2.77% 12
2026
Q1 		$3.86M Buy
84,579
+2,629
+3% +$123K 2.8% 11
2025
Q4 		$3.64M Sell
81,950
-209
-0.3% -$9.13K 2.66% 11
2025
Q3 		$3.52M Buy
82,159
+1,174
+1% +$48.6K 2.62% 11
2025
Q2 		$3.28M Buy
80,985
+5,451
+7% +$209K 2.64% 11
2025
Q1 		$2.71M Sell
75,534
-2,094
-3% -$75.7K 2.75% 13
2024
Q4 		$2.65M Buy
77,628
+1,834
+2% +$65.7K 2.44% 13
2024
Q3 		$2.85M Sell
75,794
-400
-0.5% -$14.4K 2.66% 12
2024
Q2 		$2.67M Buy
76,194
+660
+0.9% +$23.5K 2.7% 13
2024
Q1 		$2.71M Buy
75,534
+2,336
+3% +$80.2K 2.82% 13
2023
Q4 		$2.49M Buy
+73,198
New +$2.32M 2.83% 10

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

Cooksen Wealth's SPDW Position: Q3 2026 in Review

Cooksen Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.3% in Q3 2026, buying an estimated $104K and bringing the position to 89,349 shares worth $4.47M. The position accounts for 2.74% of the portfolio, ranked #12.

Cooksen Wealth first reported a position in SPDW in Q4 2023 and has held it in 12 quarters since. 447 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Cooksen Wealth held 89,349 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.47M as of Q3 2026.
  • Cooksen Wealth bought 2,040 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $104K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.74% of Cooksen Wealth's portfolio in Q3 2026, its #12 holding.
  • Cooksen Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 12 quarters since.
  • 447 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.