Fiduciary Alliance
SPDW icon

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

Fiduciary Alliance’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 		$28.4M Buy
566,011
+6,970
+1% +$355K 2.14% 5
2026
Q2 		$28.2M Sell
559,041
-33,337
-6% -$1.65M 1.9% 7
2026
Q1 		$29M Buy
592,378
+42,280
+8% +$1.98M 1.75% 8
2025
Q4 		$24.4M Buy
550,098
+38,181
+7% +$1.67M 1.6% 9
2025
Q3 		$21.9M Buy
511,917
+38,722
+8% +$1.6M 1.47% 12
2025
Q2 		$19.2M Buy
473,195
+6,556
+1% +$251K 1.43% 11
2025
Q1 		$17M Sell
466,639
-1,915
-0.4% -$69.2K 1.67% 9
2024
Q4 		$16M Buy
468,554
+9,771
+2% +$350K 1.62% 10
2024
Q3 		$17.2M Buy
458,783
+23,528
+5% +$849K 2.29% 9
2024
Q2 		$15.3M Sell
435,255
-11,787
-3% -$419K 2.49% 7
2024
Q1 		$16M Buy
447,042
+3,894
+0.9% +$134K 2.81% 7
2023
Q4 		$15.1M Buy
443,148
+12,579
+3% +$399K 2.97% 7
2023
Q3 		$13.4M Buy
430,569
+15,069
+4% +$487K 3.08% 8
2023
Q2 		$13.5M Buy
415,500
+10,242
+3% +$334K 2.9% 8
2023
Q1 		$13M Buy
405,258
+4,946
+1% +$156K 3.27% 5
2022
Q4 		$11.9M Buy
+400,312
New +$11.5M 3.07% 8

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
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Fiduciary Alliance's SPDW Position: Q3 2026 in Review

Fiduciary Alliance increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q3 2026, buying an estimated $355K and bringing the position to 566,011 shares worth $28.4M. The position accounts for 2.14% of the portfolio, ranked #5.

Fiduciary Alliance first reported a position in SPDW in Q4 2022 and has held it in 16 quarters since. The position peaked at $29M in Q1 2026. 311 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Fiduciary Alliance held 566,011 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $28.4M as of Q3 2026.
  • Fiduciary Alliance bought 6,970 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $355K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.14% of Fiduciary Alliance's portfolio in Q3 2026, its #5 holding.
  • Fiduciary Alliance first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $29M in Q1 2026.
  • 311 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.