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

Forza Wealth Management’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	$379K	Hold	7,545	–	–	0.11%	154
2026 Q2	$380K	Hold	7,545	–	–	0.12%	151
2026 Q1	$344K	Hold	7,545	–	–	0.12%	152
2025 Q4	$335K	Hold	7,545	–	–	0.12%	154
2025 Q3	$323K	Hold	7,545	–	–	0.12%	154
2025 Q2	$305K	Hold	7,545	–	–	0.13%	154
2025 Q1	$275K	Hold	7,545	–	–	0.12%	156
2024 Q4	$258K	Hold	7,545	–	–	0.12%	161
2024 Q3	$283K	Hold	7,545	–	–	0.13%	154
2024 Q2	$265K	Hold	7,545	–	–	0.14%	150
2024 Q1	$270K	Hold	7,545	–	–	0.14%	148
2023 Q4	$257K	Hold	7,545	–	–	0.14%	147
2023 Q3	$234K	Buy	7,545 +300	+4%	+$9.7K	0.12%	167
2023 Q2	$236K	Buy	7,245 +900	+14%	+$29.4K	0.12%	167
2023 Q1	$204K	Sell	6,345 -400	-6%	-$12.6K	0.1%	174
2022 Q4	$200K	Buy	+6,745	New	+$194K	0.13%	140

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

Forza Wealth Management's SPDW Position: Q3 2026 in Review

Forza Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 7,545 shares worth $379K. The position accounts for 0.11% of the portfolio, ranked #154.

Forza Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 16 quarters since. The position peaked at $380K in Q2 2026. 413 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Forza Wealth Management held 7,545 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $379K as of Q3 2026.
Forza Wealth Management 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 0.11% of Forza Wealth Management's portfolio in Q3 2026, its #154 holding.
Forza Wealth Management 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.
Forza Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $380K in Q2 2026.
413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.