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

Essential Partners’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 		$43.9K Hold
874
– – 0.02% 656
2026
Q2 		$44K Hold
874
– – 0.02% 646
2026
Q1 		$39.9K Hold
874
– – 0.01% 662
2025
Q4 		$38.8K Hold
874
– – 0.01% 682
2025
Q3 		$37.4K Hold
874
– – 0.01% 684
2025
Q2 		$35.4K Buy
+874
New +$33.5K 0.01% 541

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
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Essential Partners's SPDW Position: Q3 2026 in Review

Essential Partners held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 874 shares worth $43.9K. The position accounts for 0.02% of the portfolio, ranked #656.

Essential Partners first reported a position in SPDW in Q2 2025 and has held it in 6 quarters since. The position peaked at $44K in Q2 2026. 138 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Essential Partners held 874 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $43.9K as of Q3 2026.
  • Essential Partners 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 0.02% of Essential Partners's portfolio in Q3 2026, its #656 holding.
  • Essential Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $44K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.