Demars Financial Group
SPDW icon

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

Demars 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 		– Sell
-4,624
Closed -$233K – 125
2026
Q2 		$233K Buy
4,624
+22
+0.5% +$1.09K 0.06% 108
2026
Q1 		$210K Hold
4,602
– – 0.07% 99
2025
Q4 		$204K Buy
+4,602
New +$201K 0.07% 88

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AlphaStar Capital Management
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Peterson Wealth Advisors
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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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Demars Financial Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026, closing a stake of 4,624 shares — an estimated $233K sold.

Demars Financial Group first reported a position in SPDW in Q4 2025 and held it in 3 quarters. The position peaked at $233K in Q2 2026. 392 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Demars Financial Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2026 after selling out during the quarter.
  • Demars Financial Group sold 4,624 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $233K.
  • Demars Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and held it in 3 quarters.
  • Demars Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $233K in Q2 2026.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.