High Net Worth Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

High Net Worth Advisory 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	$246K	Hold	4,907	–	–	0.05%	228
2026 Q2	$247K	Buy	4,907 +45	+0.9%	+$2.23K	0.05%	224
2026 Q1	$222K	Hold	4,862	–	–	0.05%	223
2025 Q4	$216K	Buy	4,862 +55	+1%	+$2.4K	0.05%	228
2025 Q3	$206K	Buy	+4,807	New	+$199K	0.05%	228

Other funds holding SPDW

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

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

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

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

High Net Worth Advisory Group's SPDW Position: Q3 2026 in Review

High Net Worth Advisory Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 4,907 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #228.

High Net Worth Advisory Group first reported a position in SPDW in Q3 2025 and has held it in 5 quarters since. The position peaked at $247K in Q2 2026. 712 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

High Net Worth Advisory Group held 4,907 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $246K as of Q3 2026.
High Net Worth Advisory Group 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 0.05% of High Net Worth Advisory Group's portfolio in Q3 2026, its #228 holding.
High Net Worth Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 5 quarters since.
High Net Worth Advisory Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $247K in Q2 2026.
712 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.