Delta Wealth Advisors
SPDW icon

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

Delta Wealth Advisors’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 		$13.1M Buy
260,918
+3,394
+1% +$173K 9% 2
2026
Q2 		$13M Buy
257,524
+18,489
+8% +$917K 9.27% 2
2026
Q1 		$10.9M Buy
239,035
+24,965
+12% +$1.17M 8.3% 3
2025
Q4 		$9.5M Buy
214,070
+49,409
+30% +$2.16M 7.96% 3
2025
Q3 		$7.05M Buy
164,661
+6,233
+4% +$258K 5.51% 5
2025
Q2 		$6.41M Buy
158,428
+4,754
+3% +$182K 5.37% 5
2025
Q1 		$5.6M Buy
153,674
+11,900
+8% +$430K 5.08% 5
2024
Q4 		$4.84M Buy
141,774
+2,232
+2% +$79.9K 4.56% 7
2024
Q3 		$5.24M Buy
139,542
+13,840
+11% +$500K 5.02% 6
2024
Q2 		$4.41M Buy
125,702
+61,123
+95% +$2.17M 4.32% 9
2024
Q1 		$2.31M Buy
+64,579
New +$2.22M 2.39% 14

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
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 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

Delta Wealth Advisors's SPDW Position: Q3 2026 in Review

Delta Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q3 2026, buying an estimated $173K and bringing the position to 260,918 shares worth $13.1M. The position accounts for 9% of the portfolio, ranked #2.

Delta Wealth Advisors first reported a position in SPDW in Q1 2024 and has held it in 11 quarters since. 456 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Delta Wealth Advisors held 260,918 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.1M as of Q3 2026.
  • Delta Wealth Advisors bought 3,394 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $173K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 9% of Delta Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • Delta Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 11 quarters since.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.