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

Financial Management 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	$359K	Sell	7,108 -6,581	-48%	-$335K	0.05%	150
2026 Q2	$676K	Buy	+13,689	New	+$679K	0.1%	118
2025 Q4	–	Sell	-9,398	Closed	-$411K	–	197
2025 Q3	$411K	Buy	+9,398	New	+$389K	0.07%	129
2024 Q4	–	Sell	-11,816	Closed	-$439K	–	176
2024 Q3	$439K	Buy	+11,816	New	+$427K	0.09%	118
2024 Q2	–	Sell	-13,149	Closed	-$465K	–	166
2024 Q1	$465K	Buy	+13,149	New	+$452K	0.12%	102
2023 Q4	–	Sell	-21,686	Closed	-$654K	–	152
2023 Q3	$654K	Sell	21,686 -3,219	-13%	-$104K	0.22%	72
2023 Q2	$813K	Buy	+24,905	New	+$813K	0.28%	63
2023 Q1	–	Sell	-32,865	Closed	-$995K	–	134
2022 Q4	$995K	Sell	32,865 -3,558	-10%	-$102K	0.44%	47
2022 Q3	$999K	Buy	36,423 +504	+1%	+$14.5K	0.49%	43
2022 Q2	$1.04M	Buy	+35,919	New	+$1.14M	0.55%	40
2022 Q1	–	Sell	-38,308	Closed	-$1.41M	–	133
2021 Q4	$1.41M	Sell	38,308 -3,643	-9%	-$134K	0.65%	32
2021 Q3	$1.51M	Buy	41,951 +1,965	+5%	+$73K	0.76%	30
2021 Q2	$1.48M	Buy	39,986 +6,813	+21%	+$253K	0.75%	31
2021 Q1	$1.22M	Buy	33,173 +1,767	+6%	+$61.9K	0.63%	37
2020 Q4	$1.1M	Buy	+31,406	New	+$990K	0.68%	33

Other funds holding SPDW

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Financial Management Network reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 48% in Q3 2026, selling an estimated $335K and leaving 7,108 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #150.

Financial Management Network first reported a position in SPDW in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.51M in Q3 2021. 373 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Financial Management Network held 7,108 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $359K as of Q3 2026.
Financial Management Network sold 6,581 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $335K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Financial Management Network's portfolio in Q3 2026, its #150 holding.
Financial Management Network first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 15 quarters since.
Financial Management Network's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.51M in Q3 2021.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.