Lodestone Wealth Management
SPDW icon

Lodestone Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lodestone Wealth Management’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 		$337K Hold
6,714
– – 0.11% 140
2026
Q2 		$338K Hold
6,714
– – 0.12% 143
2026
Q1 		$306K Buy
6,714
+31
+0.5% +$1.46K 0.12% 144
2025
Q4 		$297K Hold
6,683
– – 0.12% 143
2025
Q3 		$286K Sell
6,683
-26
-0.4% -$1.08K 0.13% 144
2025
Q2 		$272K Hold
6,709
– – 0.13% 139
2025
Q1 		$244K Hold
6,709
– – 0.13% 137
2024
Q4 		$229K Hold
6,709
– – 0.11% 138
2024
Q3 		$252K Sell
6,709
-1,235
-16% -$44.6K 0.13% 129
2024
Q2 		$279K Sell
7,944
-501
-6% -$17.8K 0.15% 125
2024
Q1 		$303K Sell
8,445
-328
-4% -$11.3K 0.16% 122
2023
Q4 		$298K Buy
8,773
+1,015
+13% +$32.2K 0.17% 120
2023
Q3 		$241K Sell
7,758
-57
-0.7% -$1.84K 0.17% 116
2023
Q2 		$254K Sell
7,815
-480
-6% -$15.7K 0.17% 119
2023
Q1 		$266K Sell
8,295
-181
-2% -$5.71K 0.21% 112
2022
Q4 		$252K Buy
+8,476
New +$243K 0.2% 108

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Lodestone Wealth Management's SPDW Position: Q3 2026 in Review

Lodestone Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 6,714 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #140.

Lodestone Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 16 quarters since. The position peaked at $338K in Q2 2026. 973 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Lodestone Wealth Management held 6,714 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $337K as of Q3 2026.
  • Lodestone Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Lodestone Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Lodestone Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $338K in Q2 2026.
  • 973 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.