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

CX Institutional’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 		$222K Hold
4,430
– – 0.01% 722
2026
Q2 		$223K Buy
4,430
+63
+1% +$3.12K 0.01% 726
2026
Q1 		$199K Sell
4,367
-1,385
-24% -$65K 0.01% 719
2025
Q4 		$255K Buy
5,752
+85
+1% +$3.71K 0.01% 631
2025
Q3 		$242K Buy
5,667
+115
+2% +$4.76K 0.01% 633
2025
Q2 		$225K Sell
5,552
-2,805
-34% -$108K 0.01% 592
2025
Q1 		$304K Sell
8,357
-4,185
-33% -$151K 0.01% 478
2024
Q4 		$428K Buy
+12,542
New +$449K 0.02% 371
2023
Q2 		– Sell
-6,916
Closed -$222K – 537
2023
Q1 		$222K Sell
6,916
-11,217
-62% -$354K 0.01% 457
2022
Q4 		$538K Sell
18,133
-67,289
-79% -$1.93M 0.03% 362
2022
Q3 		$2.2M Sell
85,422
-145,959
-63% -$4.21M 0.15% 161
2022
Q2 		$6.67M Buy
+231,381
New +$7.32M 0.5% 49
2018
Q4 		– Sell
-5,014
Closed -$154K – 557
2018
Q3 		$154K Buy
+5,014
New +$153K 0.05% 128

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

CX Institutional's SPDW Position: Q3 2026 in Review

CX Institutional held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 4,430 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #722.

CX Institutional first reported a position in SPDW in Q3 2018 and has held it in 13 quarters since. The position peaked at $6.67M in Q2 2022. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • CX Institutional held 4,430 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $222K as of Q3 2026.
  • CX Institutional 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 0.01% of CX Institutional's portfolio in Q3 2026, its #722 holding.
  • CX Institutional first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 13 quarters since.
  • CX Institutional's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.67M in Q2 2022.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.