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

Heartwood Wealth 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	$5.54M	Hold	110,375	–	–	0.44%	42
2026 Q2	$5.56M	Buy	110,375 +116	+0.1%	+$5.75K	0.43%	42
2026 Q1	$5.03M	Sell	110,259 -3,845	-3%	-$180K	0.44%	41
2025 Q4	$5.07M	Hold	114,104	–	–	0.47%	38
2025 Q3	$4.88M	Buy	114,104 +233	+0.2%	+$9.65K	0.46%	38
2025 Q2	$4.61M	Hold	113,871	–	–	0.48%	35
2025 Q1	$4.15M	Sell	113,871 -1,983	-2%	-$71.7K	0.47%	36
2024 Q4	$3.95M	Hold	115,854	–	–	0.45%	32
2024 Q3	$4.35M	Hold	115,854	–	–	0.48%	32
2024 Q2	$4.06M	Hold	115,854	–	–	0.49%	32
2024 Q1	$4.15M	Sell	115,854 -20,060	-15%	-$689K	0.51%	31
2023 Q4	$4.62M	Sell	135,914 -12,150	-8%	-$386K	0.62%	27
2023 Q3	$4.59M	Sell	148,064 -1,436	-1%	-$46.4K	0.68%	25
2023 Q2	$4.86M	Hold	149,500	–	–	0.69%	26
2023 Q1	$4.8M	Sell	149,500 -17,257	-10%	-$545K	0.72%	26
2022 Q4	$4.95M	Buy	166,757 +18,354	+12%	+$527K	0.78%	27
2022 Q3	$3.83M	Sell	148,403 -8,713	-6%	-$251K	0.66%	25
2022 Q2	$4.53M	Sell	157,116 -477	-0.3%	-$15.1K	0.75%	25
2022 Q1	$5.4M	Sell	157,593 -2,006	-1%	-$69.6K	0.8%	25
2021 Q4	$5.82M	Sell	159,599 -31,909	-17%	-$1.17M	0.87%	26
2021 Q3	$6.93M	Buy	191,508 +14,942	+8%	+$555K	1.08%	25
2021 Q2	$6.5M	Sell	176,566 -6,080	-3%	-$226K	1%	26
2021 Q1	$6.46M	Sell	182,646 -5,541	-3%	-$194K	1.04%	26
2020 Q4	$6.35M	Hold	188,187	–	–	1.03%	23
2020 Q3	$5.51M	Sell	188,187 -21,488	-10%	-$628K	1.05%	22
2020 Q2	$5.79M	Buy	209,675 +58,427	+39%	+$1.53M	1.15%	21
2020 Q1	$3.62M	Buy	151,248 +128,882	+576%	+$3.69M	0.87%	23
2019 Q4	$701K	Buy	+22,366	New	+$681K	0.13%	43

Other funds holding SPDW

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

PWA

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

CIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Heartwood Wealth Advisors's SPDW Position: Q3 2026 in Review

Heartwood Wealth Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 110,375 shares worth $5.54M. The position accounts for 0.44% of the portfolio, ranked #42.

Heartwood Wealth Advisors first reported a position in SPDW in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.93M in Q3 2021. 102 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Heartwood Wealth Advisors held 110,375 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.54M as of Q3 2026.
Heartwood Wealth Advisors 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 0.44% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #42 holding.
Heartwood Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 28 quarters since.
Heartwood Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.93M in Q3 2021.
102 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.