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

Diversified Management’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 		$314K Hold
6,258
– – 0.05% 198
2026
Q2 		$315K Buy
6,258
+89
+1% +$4.41K 0.07% 135
2026
Q1 		$282K Hold
6,169
– – 0.05% 224
2025
Q4 		$274K Buy
+6,169
New +$270K 0.06% 142

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

Diversified Management's SPDW Position: Q3 2026 in Review

Diversified Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 6,258 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #198.

Diversified Management first reported a position in SPDW in Q4 2025 and has held it in 4 quarters since. The position peaked at $315K in Q2 2026. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Diversified Management held 6,258 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $314K as of Q3 2026.
  • Diversified Management 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 0.05% of Diversified Management's portfolio in Q3 2026, its #198 holding.
  • Diversified Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $315K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.