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

Econ Financial Services’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 		$2.35M Sell
46,718
-5,459
-10% -$278K 0.98% 43
2026
Q2 		$2.63M Buy
52,177
+942
+2% +$46.7K 1.23% 36
2026
Q1 		$2.34M Buy
51,235
+45,175
+745% +$2.12M 1.09% 39
2025
Q4 		$269K Buy
+6,060
New +$265K 0.13% 72
2023
Q3 		– Sell
-35,143
Closed -$1.14M – 97
2023
Q2 		$1.14M Sell
35,143
-649
-2% -$21.2K 0.81% 49
2023
Q1 		$1.15M Buy
+35,792
New +$1.13M 0.87% 51

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

Econ Financial Services's SPDW Position: Q3 2026 in Review

Econ Financial Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 10% in Q3 2026, selling an estimated $278K and leaving 46,718 shares worth $2.35M. The position accounts for 0.98% of the portfolio, ranked #43.

Econ Financial Services first reported a position in SPDW in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.63M in Q2 2026. 583 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Econ Financial Services held 46,718 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.35M as of Q3 2026.
  • Econ Financial Services sold 5,459 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $278K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.98% of Econ Financial Services's portfolio in Q3 2026, its #43 holding.
  • Econ Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 6 quarters since.
  • Econ Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.63M 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 Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.