Diversify Wealth Management
SPDW icon

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

Diversify Wealth 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 		$99.1M Buy
2,000,708
+151,759
+8% +$7.72M 1.48% 9
2026
Q2 		$91.7M Buy
1,848,949
+233,030
+14% +$11.6M 1.53% 7
2026
Q1 		$77.2M Buy
1,615,919
+569,801
+54% +$26.7M 1.38% 10
2025
Q4 		$48M Buy
1,046,118
+253,055
+32% +$11.1M 2.24% 4
2025
Q3 		$34.6M Buy
793,063
+54,274
+7% +$2.25M 2% 6
2025
Q2 		$30.7M Buy
738,789
+52,025
+8% +$1.99M 1.9% 6
2025
Q1 		$26M Buy
686,764
+112,993
+20% +$4.08M 1.93% 5
2024
Q4 		$19.5M Buy
573,771
+174,113
+44% +$6.23M 1.52% 8
2024
Q3 		$14.4M Buy
399,658
+52,962
+15% +$1.91M 1.37% 11
2024
Q2 		$11.7M Buy
+346,696
New +$12.3M 1.45% 10

Other funds holding SPDW

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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
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
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Diversify Wealth Management's SPDW Position: Q3 2026 in Review

Diversify Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.2% in Q3 2026, buying an estimated $7.72M and bringing the position to 2,000,708 shares worth $99.1M. The position accounts for 1.48% of the portfolio, ranked #9.

Diversify Wealth Management first reported a position in SPDW in Q2 2024 and has held it in 10 quarters since. 413 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Diversify Wealth Management held 2,000,708 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $99.1M as of Q3 2026.
  • Diversify Wealth Management bought 151,759 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $7.72M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.48% of Diversify Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Diversify Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 10 quarters since.
  • 413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.