Cornerstone Financial Group
SPDW icon

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

Cornerstone 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 		$12.9M Buy
257,429
+60,472
+31% +$3.08M 7.49% 2
2026
Q2 		$9.9M Buy
196,957
+6,642
+3% +$329K 6.12% 3
2026
Q1 		$9.3M Buy
190,315
+14,231
+8% +$668K 5.97% 4
2025
Q4 		$7.82M Buy
176,084
+8,947
+5% +$391K 5.46% 4
2025
Q3 		$7.15M Buy
167,137
+19,473
+13% +$807K 5.54% 3
2025
Q2 		$5.98M Buy
147,664
+3,138
+2% +$120K 5.08% 3
2025
Q1 		$5.58M Buy
144,526
+31,150
+27% +$1.13M 5.02% 3
2024
Q4 		$3.87M Buy
+113,376
New +$4.06M 3.81% 9

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Cornerstone Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 31% in Q3 2026, buying an estimated $3.08M and bringing the position to 257,429 shares worth $12.9M. The position accounts for 7.49% of the portfolio, ranked #2.

Cornerstone Financial Group first reported a position in SPDW in Q4 2024 and has held it in 8 quarters since. 1,047 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Cornerstone Financial Group held 257,429 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $12.9M as of Q3 2026.
  • Cornerstone Financial Group bought 60,472 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $3.08M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 7.49% of Cornerstone Financial Group's portfolio in Q3 2026, its #2 holding.
  • Cornerstone Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.