HWM
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Horizons Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Horizons Wealth Management’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 		$25K Buy
+498
New +$25.3K 0.02% 121
2026
Q1 		$22.7K Hold
498
– – 0.01% 129
2025
Q4 		$22.1K Hold
498
– – 0.01% 126
2025
Q3 		$21.3K Hold
498
– – 0.01% 127
2025
Q2 		$20.2K Hold
498
– – 0.01% 126
2025
Q1 		$18.1K Hold
498
– – 0.01% 125
2024
Q4 		$17K Hold
498
– – 0.01% 120
2024
Q3 		$18.7K Hold
498
– – 0.01% 121
2024
Q2 		$17.8K Hold
498
– – 0.01% 122
2024
Q1 		$16.9K Hold
498
– – 0.01% 121
2023
Q4 		$16.9K Hold
498
– – 0.01% 121
2023
Q3 		$15.4K Hold
498
– – 0.01% 124
2023
Q2 		$16.2K Buy
+498
New +$16.3K 0.01% 136

Other funds holding SPDW

GI
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
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
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Horizons Wealth Management's SPDW Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026: 498 shares worth $25K. The stake represents 0.02% of the portfolio and ranks #121 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in SPDW as recently as Q1 2026.

Horizons Wealth Management first reported a position in SPDW in Q2 2023 and has held it in 13 quarters since. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Horizons Wealth Management held 498 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $25K as of Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Horizons Wealth Management position in Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Horizons Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Horizons Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 13 quarters since.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

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