Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Halbert Hargrove Global Advisors’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 		$53.7M Sell
1,069,199
-45,036
-4% -$2.29M 2.35% 12
2026
Q2 		$56.1M Sell
1,114,235
-41,783
-4% -$2.07M 2.43% 12
2026
Q1 		$52.8M Sell
1,156,018
-432,317
-27% -$20.3M 2.55% 12
2025
Q4 		$70.5M Buy
1,588,335
+4,527
+0.3% +$198K 3.35% 10
2025
Q3 		$67.8M Buy
1,583,808
+18,731
+1% +$776K 3.29% 10
2025
Q2 		$63.4M Buy
+1,565,077
New +$60M 3.31% 10

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
T
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
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Halbert Hargrove Global Advisors's SPDW Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4% in Q3 2026, selling an estimated $2.29M and leaving 1,069,199 shares worth $53.7M. The position accounts for 2.35% of the portfolio, ranked #12.

Halbert Hargrove Global Advisors first reported a position in SPDW in Q2 2025 and has held it in 6 quarters since. The position peaked at $70.5M in Q4 2025. 275 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Halbert Hargrove Global Advisors held 1,069,199 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $53.7M as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 45,036 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $2.29M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.35% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #12 holding.
  • Halbert Hargrove Global Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 6 quarters since.
  • Halbert Hargrove Global Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $70.5M in Q4 2025.
  • 275 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.