Great Valley Advisor Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Great Valley Advisor Group’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	$23.8M	Buy	474,828 +166,451	+54%	+$8.47M	0.35%	74
2026 Q2	$15.5M	Buy	308,377 +5,141	+2%	+$255K	0.25%	98
2026 Q1	$13.8M	Buy	303,236 +40,750	+16%	+$1.91M	0.25%	96
2025 Q4	$11.7M	Buy	262,486 +6,073	+2%	+$265K	0.22%	97
2025 Q3	$11M	Buy	256,413 +19,556	+8%	+$810K	0.22%	99
2025 Q2	$9.6M	Buy	236,857 +4,134	+2%	+$158K	0.21%	109
2025 Q1	$8.47M	Buy	232,723 +25,018	+12%	+$904K	0.18%	129
2024 Q4	$7.09M	Buy	207,705 +30,155	+17%	+$1.08M	0.16%	135
2024 Q3	$6.67M	Buy	177,550 +24,681	+16%	+$891K	0.16%	133
2024 Q2	$5.36M	Buy	152,869 +9,319	+6%	+$331K	0.15%	147
2024 Q1	$5.14M	Buy	143,550 +1,855	+1%	+$63.7K	0.16%	142
2023 Q4	$4.82M	Buy	141,695 +3,008	+2%	+$95.5K	0.17%	145
2023 Q3	$4.3M	Buy	138,687 +5,627	+4%	+$182K	0.18%	139
2023 Q2	$4.33M	Buy	133,060 +6,663	+5%	+$217K	0.18%	138
2023 Q1	$4.06M	Sell	126,397 -59,985	-32%	-$1.89M	0.19%	136
2022 Q4	$5.53M	Buy	186,382 +104,359	+127%	+$3M	0.28%	88
2022 Q3	$2.12M	Sell	82,023 -58,634	-42%	-$1.69M	0.12%	184
2022 Q2	$4.06M	Sell	140,657 -206,040	-59%	-$6.52M	0.22%	114
2022 Q1	$11.9M	Buy	346,697 +27,574	+9%	+$957K	0.69%	33
2021 Q4	$11.6M	Buy	319,123 +218,379	+217%	+$8.03M	0.72%	32
2021 Q3	$3.65M	Buy	100,744 +21,561	+27%	+$801K	0.25%	110
2021 Q2	$2.91M	Sell	79,183 -27,827	-26%	-$1.03M	0.22%	119
2021 Q1	$3.78M	Buy	107,010 +75,066	+235%	+$2.63M	0.36%	59
2020 Q4	$1.08M	Buy	31,944 +11,668	+58%	+$368K	0.11%	174
2020 Q3	$593K	Buy	20,276 +9,494	+88%	+$277K	0.07%	220
2020 Q2	$298K	Buy	+10,782	New	+$282K	0.05%	316

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Great Valley Advisor Group's SPDW Position: Q3 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 54% in Q3 2026, buying an estimated $8.47M and bringing the position to 474,828 shares worth $23.8M. The position accounts for 0.35% of the portfolio, ranked #74.

Great Valley Advisor Group first reported a position in SPDW in Q2 2020 and has held it in 26 quarters since. 930 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Great Valley Advisor Group held 474,828 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $23.8M as of Q3 2026.
Great Valley Advisor Group bought 166,451 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $8.47M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.35% of Great Valley Advisor Group's portfolio in Q3 2026, its #74 holding.
Great Valley Advisor Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and has held it in 26 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 Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.