Equita Financial Network
SPDW icon

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

Equita Financial Network’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 		$3.78M Sell
75,277
-266
-0.4% -$13.5K 1.07% 19
2026
Q2 		$3.81M Sell
75,543
-240
-0.3% -$11.9K 1.06% 19
2026
Q1 		$3.46M Sell
75,783
-1,015
-1% -$47.6K 1.09% 18
2025
Q4 		$3.41M Buy
76,798
+28
+0% +$1.22K 1.03% 19
2025
Q3 		$3.28M Sell
76,770
-615
-0.8% -$25.5K 1.11% 18
2025
Q2 		$3.13M Sell
77,385
-394
-0.5% -$15.1K 1.25% 14
2025
Q1 		$2.83M Sell
77,779
-7,095
-8% -$256K 0.99% 23
2024
Q4 		$2.9M Buy
84,874
+5,035
+6% +$180K 1.05% 24
2024
Q3 		$3M Buy
79,839
+4,070
+5% +$147K 1.1% 24
2024
Q2 		$2.66M Sell
75,769
-1,332
-2% -$47.4K 1.11% 25
2024
Q1 		$2.76M Buy
77,101
+736
+1% +$25.3K 1.24% 23
2023
Q4 		$2.6M Buy
+76,365
New +$2.42M 1.38% 24

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Equita Financial Network's SPDW Position: Q3 2026 in Review

Equita Financial Network reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.35% in Q3 2026, selling an estimated $13.5K and leaving 75,277 shares worth $3.78M. The position accounts for 1.07% of the portfolio, ranked #19.

Equita Financial Network first reported a position in SPDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.81M in Q2 2026. 939 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Equita Financial Network held 75,277 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.78M as of Q3 2026.
  • Equita Financial Network sold 266 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $13.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.07% of Equita Financial Network's portfolio in Q3 2026, its #19 holding.
  • Equita Financial Network first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 12 quarters since.
  • Equita Financial Network's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.81M in Q2 2026.
  • 939 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.