Leverty Financial Group
SPDW icon

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

Leverty Financial 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 		$847K Sell
16,870
-648
-4% -$33K 0.15% 20
2026
Q2 		$883K Sell
17,518
-3,602
-17% -$179K 0.17% 20
2026
Q1 		$964K Buy
21,120
+486
+2% +$22.8K 0.21% 19
2025
Q4 		$916K Hold
20,634
– – 0.22% 18
2025
Q3 		$883K Sell
20,634
-3,679
-15% -$152K 0.23% 17
2025
Q2 		$984K Sell
24,313
-325
-1% -$12.5K 0.29% 16
2025
Q1 		$897K Sell
24,638
-7,116
-22% -$257K 0.37% 17
2024
Q4 		$1.08M Buy
31,754
+16,625
+110% +$595K 0.55% 13
2024
Q3 		$568K Buy
15,129
+6,480
+75% +$234K 0.31% 18
2024
Q2 		$303K Sell
8,649
-22
-0.3% -$782 0.18% 22
2024
Q1 		$311K Buy
8,671
+171
+2% +$5.87K 0.19% 23
2023
Q4 		$289K Buy
+8,500
New +$270K 0.18% 24

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

Leverty Financial Group's SPDW Position: Q3 2026 in Review

Leverty Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.7% in Q3 2026, selling an estimated $33K and leaving 16,870 shares worth $847K. The position accounts for 0.15% of the portfolio, ranked #20.

Leverty Financial Group first reported a position in SPDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2024. 413 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Leverty Financial Group held 16,870 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $847K as of Q3 2026.
  • Leverty Financial Group sold 648 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $33K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.15% of Leverty Financial Group's portfolio in Q3 2026, its #20 holding.
  • Leverty Financial Group 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.
  • Leverty Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.08M in Q4 2024.
  • 413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.