Lantz Financial
SPDW icon

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

Lantz Financial’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 		$623K Sell
12,407
-334
-3% -$17K 0.11% 159
2026
Q2 		$642K Sell
12,741
-1
-0% -$50 0.12% 154
2026
Q1 		$582K Sell
12,742
-448
-3% -$21K 0.12% 155
2025
Q4 		$586K Sell
13,190
-29
-0.2% -$1.27K 0.12% 150
2025
Q3 		$566K Sell
13,219
-142
-1% -$5.88K 0.13% 148
2025
Q2 		$541K Sell
13,361
-485
-4% -$18.6K 0.13% 139
2025
Q1 		$504K Buy
13,846
+149
+1% +$5.38K 0.14% 137
2024
Q4 		$467K Buy
13,697
+51
+0.4% +$1.83K 0.12% 144
2024
Q3 		$513K Sell
13,646
-72
-0.5% -$2.6K 0.14% 135
2024
Q2 		$481K Buy
13,718
+52
+0.4% +$1.85K 0.15% 130
2024
Q1 		$490K Sell
13,666
-80
-0.6% -$2.75K 0.16% 129
2023
Q4 		$468K Sell
13,746
-1,218
-8% -$38.7K 0.17% 124
2023
Q3 		$464K Sell
14,964
-2,217
-13% -$71.6K 0.18% 112
2023
Q2 		$559K Sell
17,181
-494
-3% -$16.1K 0.22% 99
2023
Q1 		$568K Sell
17,675
-1,494
-8% -$47.2K 0.24% 97
2022
Q4 		$569K Sell
19,169
-3,452
-15% -$99.1K 0.26% 93
2022
Q3 		$584K Buy
22,621
+1,457
+7% +$42K 0.3% 82
2022
Q2 		$610K Sell
21,164
-3,004
-12% -$95.1K 0.28% 86
2022
Q1 		$828K Sell
24,168
-5,514
-19% -$191K 0.34% 77
2021
Q4 		$1.08M Sell
29,682
-5,462
-16% -$201K 0.5% 55
2021
Q3 		$1.27M Sell
35,144
-6,272
-15% -$233K 0.65% 46
2021
Q2 		$1.52M Sell
41,416
-10,306
-20% -$382K 0.78% 36
2021
Q1 		$1.83M Buy
51,722
+3,272
+7% +$115K 1.04% 21
2020
Q4 		$1.64M Sell
48,450
-29
-0.1% -$914 1.02% 23
2020
Q3 		$1.42M Buy
48,479
+1,867
+4% +$54.5K 0.95% 29
2020
Q2 		$1.29M Buy
46,612
+6,114
+15% +$160K 0.93% 32
2020
Q1 		$970K Buy
40,498
+7,270
+22% +$208K 0.76% 43
2019
Q4 		$1.04M Buy
33,228
+5,287
+19% +$161K 0.62% 58
2019
Q3 		$797K Buy
27,941
+10,366
+59% +$301K 0.54% 63
2019
Q2 		$524K Buy
+17,575
New +$518K 0.35% 73

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

Lantz Financial's SPDW Position: Q3 2026 in Review

Lantz Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.6% in Q3 2026, selling an estimated $17K and leaving 12,407 shares worth $623K. The position accounts for 0.11% of the portfolio, ranked #159.

Lantz Financial first reported a position in SPDW in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.83M in Q1 2021. 373 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Lantz Financial held 12,407 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $623K as of Q3 2026.
  • Lantz Financial sold 334 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $17K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Lantz Financial's portfolio in Q3 2026, its #159 holding.
  • Lantz Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 30 quarters since.
  • Lantz Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.83M in Q1 2021.
  • 373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.