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

Integris 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 		$1.07M Buy
21,305
+600
+3% +$30.5K 0.21% 41
2026
Q2 		$1.04M Buy
+20,705
New +$1.03M 0.21% 39

Other funds holding SPDW

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Integris Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.9% in Q3 2026, buying an estimated $30.5K and bringing the position to 21,305 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #41.

Integris Wealth Management first reported a position in SPDW in Q2 2026 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Integris Wealth Management held 21,305 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.07M as of Q3 2026.
  • Integris Wealth Management bought 600 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $30.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Integris Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Integris Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2026 and has held it in 2 quarters since.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.