Legacy Edge Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Legacy Edge Advisors’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	$2.08M	Buy	41,339 +9,243	+29%	+$470K	0.18%	70
2026 Q2	$1.62M	Hold	32,096	–	–	0.15%	78
2026 Q1	$1.47M	Sell	32,096 -517	-2%	-$24.3K	0.15%	78
2025 Q4	$1.45M	Buy	32,613 +406	+1%	+$17.7K	0.16%	81
2025 Q3	$1.38M	Buy	32,207 +17	+0.1%	+$704	0.16%	78
2025 Q2	$1.3M	Hold	32,190	–	–	0.17%	69
2025 Q1	$1.17M	Buy	32,190 +1,124	+4%	+$40.6K	0.18%	64
2024 Q4	$1.06M	Buy	31,066 +11,338	+57%	+$406K	0.17%	66
2024 Q3	$741K	Buy	19,728 +1,727	+10%	+$62.3K	0.12%	86
2024 Q2	$631K	Sell	18,001 -695	-4%	-$24.7K	0.12%	93
2024 Q1	$670K	Sell	18,696 -150	-0.8%	-$5.15K	0.14%	81
2023 Q4	$641K	Buy	+18,846	New	+$598K	0.15%	85

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Legacy Edge Advisors's SPDW Position: Q3 2026 in Review

Legacy Edge Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 29% in Q3 2026, buying an estimated $470K and bringing the position to 41,339 shares worth $2.08M. The position accounts for 0.18% of the portfolio, ranked #70.

Legacy Edge Advisors first reported a position in SPDW in Q4 2023 and has held it in 12 quarters since. 1,046 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Legacy Edge Advisors held 41,339 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.08M as of Q3 2026.
Legacy Edge Advisors bought 9,243 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $470K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Legacy Edge Advisors's portfolio in Q3 2026, its #70 holding.
Legacy Edge Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 12 quarters since.
1,046 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.