Helen Stephens Group
SPDW icon

Helen Stephens Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Helen Stephens 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 		$266K Sell
5,293
-39
-0.7% -$1.98K 0.04% 114
2026
Q2 		$269K Sell
5,332
-243
-4% -$12K 0.05% 117
2026
Q1 		$254K Sell
5,575
-44
-0.8% -$2.06K 0.05% 104
2025
Q4 		$250K Buy
5,619
+98
+2% +$4.28K 0.05% 104
2025
Q3 		$236K Hold
5,521
– – 0.05% 102
2025
Q2 		$224K Sell
5,521
-29
-0.5% -$1.11K 0.06% 86
2025
Q1 		$202K Buy
+5,550
New +$201K 0.06% 85
2024
Q4 		– Sell
-5,938
Closed -$223K – 91
2024
Q3 		$223K Sell
5,938
-274
-4% -$9.9K 0.07% 81
2024
Q2 		$218K Sell
6,212
-1,767
-22% -$62.8K 0.08% 79
2024
Q1 		$286K Sell
7,979
-5,126
-39% -$176K 0.11% 58
2023
Q4 		$446K Buy
13,105
+271
+2% +$8.6K 0.2% 47
2023
Q3 		$398K Sell
12,834
-459
-3% -$14.8K 0.21% 49
2023
Q2 		$433K Buy
13,293
+14
+0.1% +$457 0.22% 48
2023
Q1 		$427K Sell
13,279
-1,821
-12% -$57.5K 0.22% 50
2022
Q4 		$448K Sell
15,100
-17,790
-54% -$511K 0.27% 46
2022
Q3 		$849K Buy
32,890
+902
+3% +$26K 0.6% 30
2022
Q2 		$923K Sell
31,988
-893
-3% -$28.3K 0.65% 24
2022
Q1 		$1.13M Buy
32,881
+2,068
+7% +$71.8K 0.78% 21
2021
Q4 		$1.12M Buy
+30,813
New +$1.13M 0.9% 17

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
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
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
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Helen Stephens Group's SPDW Position: Q3 2026 in Review

Helen Stephens Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.73% in Q3 2026, selling an estimated $1.98K and leaving 5,293 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #114.

Helen Stephens Group first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.13M in Q1 2022. 812 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Helen Stephens Group held 5,293 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $266K as of Q3 2026.
  • Helen Stephens Group sold 39 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $1.98K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Helen Stephens Group's portfolio in Q3 2026, its #114 holding.
  • Helen Stephens Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • Helen Stephens Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.13M in Q1 2022.
  • 812 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.