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

Legacy Solutions LLC’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	$10M	Buy	198,997 +1,976	+1%	+$101K	7.63%	2
2026 Q2	$9.9M	Buy	197,021 +1,580	+0.8%	+$78.3K	8.03%	2
2026 Q1	$8.92M	Sell	195,441 -14,322	-7%	-$672K	8.27%	2
2025 Q4	$9.32M	Sell	209,763 -2,611	-1%	-$114K	8.18%	2
2025 Q3	$9.09M	Sell	212,374 -2,063	-1%	-$85.5K	8.17%	2
2025 Q2	$8.68M	Buy	214,437 +6,971	+3%	+$267K	8.32%	2
2025 Q1	$7.55M	Buy	207,466 +5,524	+3%	+$200K	8.32%	2
2024 Q4	$6.89M	Buy	+201,942	New	+$7.23M	7.51%	3

Other funds holding SPDW

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Legacy Solutions LLC's SPDW Position: Q3 2026 in Review

Legacy Solutions LLC increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1% in Q3 2026, buying an estimated $101K and bringing the position to 198,997 shares worth $10M. The position accounts for 7.63% of the portfolio, ranked #2.

Legacy Solutions LLC first reported a position in SPDW in Q4 2024 and has held it in 8 quarters since. 379 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Legacy Solutions LLC held 198,997 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10M as of Q3 2026.
Legacy Solutions LLC bought 1,976 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $101K.
State Street SPDR Portfolio Developed World ex-US ETF made up 7.63% of Legacy Solutions LLC's portfolio in Q3 2026, its #2 holding.
Legacy Solutions LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 8 quarters since.
379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.