Intrepid Financial Planning Group
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Intrepid Financial Planning Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Intrepid Financial Planning 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 		$570K Buy
11,351
+77
+0.7% +$3.92K 0.17% 68
2026
Q2 		$568K Sell
11,274
-205
-2% -$10.2K 0.19% 71
2026
Q1 		$524K Sell
11,479
-295
-3% -$13.8K 0.21% 70
2025
Q4 		$523K Sell
11,774
-55
-0.5% -$2.4K 0.2% 70
2025
Q3 		$506K Buy
11,829
+301
+3% +$12.5K 0.19% 74
2025
Q2 		$467K Buy
11,528
+78
+0.7% +$2.99K 0.2% 75
2025
Q1 		$417K Sell
11,450
-524
-4% -$18.9K 0.19% 76
2024
Q4 		$409K Buy
11,974
+3,745
+46% +$134K 0.17% 84
2024
Q3 		$309K Buy
+8,229
New +$297K 0.13% 95

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
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Intrepid Financial Planning Group's SPDW Position: Q3 2026 in Review

Intrepid Financial Planning Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.68% in Q3 2026, buying an estimated $3.92K and bringing the position to 11,351 shares worth $570K. The position accounts for 0.17% of the portfolio, ranked #68.

Intrepid Financial Planning Group first reported a position in SPDW in Q3 2024 and has held it in 9 quarters since. 1,015 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Intrepid Financial Planning Group held 11,351 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $570K as of Q3 2026.
  • Intrepid Financial Planning Group bought 77 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $3.92K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.17% of Intrepid Financial Planning Group's portfolio in Q3 2026, its #68 holding.
  • Intrepid Financial Planning Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2026, filed 12 Nov 2026.