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

Legacy Private Trust’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 		$2.11M Sell
41,977
-138
-0.3% -$7.02K 0.12% 122
2026
Q2 		$2.12M Sell
42,115
-224
-0.5% -$11.1K 0.12% 124
2026
Q1 		$1.93M Sell
42,339
-2,129
-5% -$99.9K 0.12% 118
2025
Q4 		$1.97M Sell
44,468
-619
-1% -$27K 0.12% 122
2025
Q3 		$1.93M Sell
45,087
-3,015
-6% -$125K 0.12% 123
2025
Q2 		$1.95M Sell
48,102
-958
-2% -$36.7K 0.13% 120
2025
Q1 		$1.79M Sell
49,060
-26,205
-35% -$947K 0.12% 125
2024
Q4 		$2.57M Sell
75,265
-7,920
-10% -$284K 0.17% 105
2024
Q3 		$3.12M Sell
83,185
-10,738
-11% -$388K 0.21% 85
2024
Q2 		$3.29M Sell
93,923
-5,280
-5% -$188K 0.23% 81
2024
Q1 		$3.56M Buy
99,203
+10,208
+11% +$351K 0.26% 84
2023
Q4 		$3.03M Buy
88,995
+1,609
+2% +$51.1K 0.24% 86
2023
Q3 		$2.71M Sell
87,386
-10,763
-11% -$348K 0.23% 85
2023
Q2 		$3.19M Buy
98,149
+1,220
+1% +$39.8K 0.26% 82
2023
Q1 		$3.11M Sell
96,929
-27,925
-22% -$881K 0.27% 90
2022
Q4 		$3.71M Sell
124,854
-156,211
-56% -$4.48M 0.34% 78
2022
Q3 		$7.25M Sell
281,065
-9,488
-3% -$274K 0.69% 34
2022
Q2 		$8.38M Sell
290,553
-32,484
-10% -$1.03M 0.75% 29
2022
Q1 		$11.1M Buy
323,037
+4,357
+1% +$151K 0.86% 27
2021
Q4 		$11.6M Sell
318,680
-3,244
-1% -$119K 0.87% 26
2021
Q3 		$11.7M Sell
321,924
-2,796
-0.9% -$104K 0.94% 26
2021
Q2 		$11.9M Sell
324,720
-62,993
-16% -$2.34M 1.01% 25
2021
Q1 		$13.7M Buy
387,713
+5,727
+1% +$201K 1.24% 18
2020
Q4 		$12.9M Sell
381,986
-65,317
-15% -$2.06M 1.22% 19
2020
Q3 		$13.1M Sell
447,303
-25,142
-5% -$734K 1.35% 15
2020
Q2 		$13M Buy
472,445
+41,046
+10% +$1.07M 1.44% 15
2020
Q1 		$10.3M Buy
431,399
+374,996
+665% +$10.7M 1.34% 19
2019
Q4 		$1.77M Buy
56,403
+3,868
+7% +$118K 0.19% 108
2019
Q3 		$1.54M Sell
52,535
-6,614
-11% -$192K 0.17% 112
2019
Q2 		$1.75M Buy
59,149
+44,549
+305% +$1.31M 0.2% 103
2019
Q1 		$426K Sell
14,600
-4,170
-22% -$119K 0.05% 176
2018
Q4 		$496K Buy
+18,770
New +$529K 0.06% 167

Other funds holding SPDW

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Legacy Private Trust's SPDW Position: Q3 2026 in Review

Legacy Private Trust reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.33% in Q3 2026, selling an estimated $7.02K and leaving 41,977 shares worth $2.11M. The position accounts for 0.12% of the portfolio, ranked #122.

Legacy Private Trust first reported a position in SPDW in Q4 2018 and has held it in 32 quarters since. The position peaked at $13.7M in Q1 2021. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Legacy Private Trust held 41,977 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.11M as of Q3 2026.
  • Legacy Private Trust sold 138 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $7.02K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Legacy Private Trust's portfolio in Q3 2026, its #122 holding.
  • Legacy Private Trust first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 32 quarters since.
  • Legacy Private Trust's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13.7M in Q1 2021.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.