Global Financial Private Client
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Global Financial Private Client’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Global Financial Private Client’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 		$3.82M Buy
76,011
+9,279
+14% +$472K 1.05% 21
2026
Q2 		$3.36M Sell
66,732
-9,750
-13% -$483K 0.91% 25
2026
Q1 		$3.49M Sell
76,482
-1,617
-2% -$75.9K 1.14% 16
2025
Q4 		$3.47M Buy
78,099
+17,676
+29% +$772K 1.22% 13
2025
Q3 		$2.59M Buy
60,423
+6,749
+13% +$280K 0.92% 24
2025
Q2 		$2.17M Sell
53,674
-21,449
-29% -$822K 0.81% 29
2025
Q1 		$2.74M Buy
75,123
+22,167
+42% +$801K 1.04% 14
2024
Q4 		$1.81M Buy
52,956
+853
+2% +$30.5K 0.68% 34
2024
Q3 		$1.96M Sell
52,103
-23,974
-32% -$865K 0.76% 24
2024
Q2 		$2.67M Buy
76,077
+29,933
+65% +$1.06M 1.12% 14
2024
Q1 		$1.65M Buy
46,144
+246
+0.5% +$8.45K 0.71% 30
2023
Q4 		$1.56M Buy
45,898
+15,899
+53% +$505K 0.73% 28
2023
Q3 		$916K Buy
29,999
+2,913
+11% +$94.1K 0.47% 55
2023
Q2 		$884K Sell
27,086
-3,788
-12% -$124K 0.43% 58
2023
Q1 		$1000K Buy
30,874
+6,383
+26% +$201K 0.52% 52
2022
Q4 		$727K Buy
24,491
+8,261
+51% +$237K 0.41% 58
2022
Q3 		$429K Buy
16,230
+6,331
+64% +$183K 0.25% 96
2022
Q2 		$286K Buy
9,899
+6,878
+228% +$218K 0.16% 116
2022
Q1 		$104K Buy
+3,021
New +$105K 0.05% 190
2020
Q3 		– Sell
-20,145
Closed -$559K – 507
2020
Q2 		$559K Sell
20,145
-771
-4% -$20.2K 0.49% 49
2020
Q1 		$479K Buy
20,916
+3,395
+19% +$97.2K 0.51% 52
2019
Q4 		$549K Buy
+17,521
New +$534K 0.46% 55

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Global Financial Private Client's SPDW Position: Q3 2026 in Review

Global Financial Private Client increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q3 2026, buying an estimated $472K and bringing the position to 76,011 shares worth $3.82M. The position accounts for 1.05% of the portfolio, ranked #21.

Global Financial Private Client first reported a position in SPDW in Q4 2019 and has held it in 22 quarters since. 930 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Global Financial Private Client held 76,011 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.82M as of Q3 2026.
  • Global Financial Private Client bought 9,279 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $472K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.05% of Global Financial Private Client's portfolio in Q3 2026, its #21 holding.
  • Global Financial Private Client first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 22 quarters since.
  • 930 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.