Howard Wealth Management
SPDW icon

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

Howard 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 		$1.76M Sell
35,070
-661
-2% -$33.6K 0.64% 40
2026
Q2 		$1.8M Sell
35,731
-312
-0.9% -$15.5K 0.67% 39
2026
Q1 		$1.65M Buy
36,043
+39
+0.1% +$1.83K 0.69% 38
2025
Q4 		$1.6M Buy
36,004
+1,599
+5% +$69.9K 0.7% 39
2025
Q3 		$1.47M Buy
34,405
+7,541
+28% +$312K 0.68% 43
2025
Q2 		$1.09M Buy
26,864
+205
+0.8% +$7.86K 0.55% 54
2025
Q1 		$971K Sell
26,659
-748
-3% -$27K 0.54% 52
2024
Q4 		$935K Buy
27,407
+319
+1% +$11.4K 0.51% 55
2024
Q3 		$1.02M Sell
27,088
-367
-1% -$13.2K 0.59% 48
2024
Q2 		$963K Buy
27,455
+175
+0.6% +$6.22K 0.76% 33
2024
Q1 		$978K Sell
27,280
-425
-2% -$14.6K 0.8% 32
2023
Q4 		$942K Hold
27,705
– – 0.79% 35
2023
Q3 		$859K Sell
27,705
-462
-2% -$14.9K 0.79% 35
2023
Q2 		$917K Buy
28,167
+457
+2% +$14.9K 0.79% 34
2023
Q1 		$890K Sell
27,710
-124
-0.4% -$3.91K 0.74% 38
2022
Q4 		$826K Sell
27,834
-414
-1% -$11.9K 0.68% 41
2022
Q3 		$728K Buy
28,248
+6,388
+29% +$184K 0.52% 51
2022
Q2 		$630K Sell
21,860
-5,819
-21% -$184K 0.67% 30
2022
Q1 		$948K Sell
27,679
-260
-0.9% -$9.02K 0.52% 52
2021
Q4 		$1.02M Buy
27,939
+1,184
+4% +$43.5K 0.54% 51
2021
Q3 		$968K Sell
26,755
-956
-3% -$35.5K 0.54% 54
2021
Q2 		$1.02M Buy
27,711
+254
+0.9% +$9.42K 0.56% 49
2021
Q1 		$970K Buy
27,457
+308
+1% +$10.8K 0.57% 49
2020
Q4 		$916K Buy
27,149
+306
+1% +$9.6K 0.57% 48
2020
Q3 		$785K Sell
26,843
-651
-2% -$19K 0.56% 46
2020
Q2 		$759K Buy
+27,494
New +$719K 0.62% 42
2020
Q1 		– Sell
-5,160
Closed -$161K – 424
2019
Q4 		$161K Buy
+5,160
New +$157K 0.13% 110

Other funds holding SPDW

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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

Howard Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.8% in Q3 2026, selling an estimated $33.6K and leaving 35,070 shares worth $1.76M. The position accounts for 0.64% of the portfolio, ranked #40.

Howard Wealth Management first reported a position in SPDW in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.8M in Q2 2026. 580 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Howard Wealth Management held 35,070 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.76M as of Q3 2026.
  • Howard Wealth Management sold 661 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $33.6K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.64% of Howard Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Howard Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.8M in Q2 2026.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.