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

Delap Wealth Advisory’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 		$7.72M Sell
153,758
-482
-0.3% -$24.5K 2.66% 11
2026
Q2 		$7.77M Sell
154,240
-946
-0.6% -$46.9K 2.63% 12
2026
Q1 		$7.08M Sell
155,186
-870
-0.6% -$40.8K 2.67% 12
2025
Q4 		$6.93M Sell
156,056
-6,720
-4% -$294K 2.68% 11
2025
Q3 		$7.02M Sell
162,776
-355
-0.2% -$14.7K 2.96% 10
2025
Q2 		$6.61M Buy
163,131
+80,662
+98% +$3.09M 3.17% 10
2025
Q1 		$3M Sell
82,469
-4,179
-5% -$151K 1.67% 15
2024
Q4 		$2.96M Sell
86,648
-2,902
-3% -$104K 1.77% 15
2024
Q3 		$3.36M Sell
89,550
-2,171
-2% -$78.4K 2.13% 14
2024
Q2 		$3.22M Hold
91,721
– – 1.48% 16
2024
Q1 		$3.29M Sell
91,721
-91,721
-50% -$3.15M 1.33% 15
2023
Q4 		$6.24M Buy
183,442
+118,275
+181% +$3.75M 2.82% 8
2023
Q3 		$2.02M Sell
65,167
-3,559
-5% -$115K 1.95% 15
2023
Q2 		$2.24M Sell
68,726
-4,244
-6% -$139K 2.19% 14
2023
Q1 		$2.34M Sell
72,970
-6,020
-8% -$190K 2.4% 14
2022
Q4 		$2.35M Buy
+78,990
New +$2.27M 2.45% 13

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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

Delap Wealth Advisory's SPDW Position: Q3 2026 in Review

Delap Wealth Advisory reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.31% in Q3 2026, selling an estimated $24.5K and leaving 153,758 shares worth $7.72M. The position accounts for 2.66% of the portfolio, ranked #11.

Delap Wealth Advisory first reported a position in SPDW in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.77M in Q2 2026. 583 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Delap Wealth Advisory held 153,758 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.72M as of Q3 2026.
  • Delap Wealth Advisory sold 482 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $24.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.66% of Delap Wealth Advisory's portfolio in Q3 2026, its #11 holding.
  • Delap Wealth Advisory 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.
  • Delap Wealth Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.77M in Q2 2026.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.