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Matthew Hamilton Rosenberg’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Matthew Hamilton Rosenberg’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 		$13M Sell
258,304
-1,017
-0.4% -$51.7K 2.32% 8
2026
Q2 		$13.1M Buy
259,321
+22,221
+9% +$1.1M 2.43% 8
2026
Q1 		$10.8M Sell
237,100
-3,676
-2% -$172K 2.22% 8
2025
Q4 		$10.7M Buy
240,776
+319
+0.1% +$13.9K 2.21% 8
2025
Q3 		$10.3M Sell
240,457
-4,152
-2% -$172K 2.22% 8
2025
Q2 		$9.9M Buy
244,609
+11,939
+5% +$458K 2.3% 8
2025
Q1 		$8.47M Buy
232,670
+6,844
+3% +$247K 2.12% 8
2024
Q4 		$7.71M Buy
225,826
+9,987
+5% +$358K 2% 9
2024
Q3 		$8.11M Buy
215,839
+8,846
+4% +$319K 2.12% 8
2024
Q2 		$7.27M Sell
206,993
-1,395
-0.7% -$49.6K 2.15% 9
2024
Q1 		$7.44M Sell
208,388
-750
-0.4% -$25.8K 2.15% 10
2023
Q4 		$7.11M Sell
209,138
-1,185
-0.6% -$37.6K 2.19% 10
2023
Q3 		$6.52M Buy
210,323
+3,462
+2% +$112K 2.17% 10
2023
Q2 		$6.73M Sell
206,861
-7,769
-4% -$254K 2.28% 10
2023
Q1 		$6.89M Buy
214,630
+16,027
+8% +$506K 2.22% 10
2022
Q4 		$5.9M Sell
198,603
-7,026
-3% -$202K 2% 10
2022
Q3 		$5.3M Buy
205,629
+59,745
+41% +$1.72M 2.05% 9
2022
Q2 		$4.22M Buy
145,884
+4,434
+3% +$140K 1.59% 12
2022
Q1 		$4.85M Buy
141,450
+7,674
+6% +$266K 1.7% 13
2021
Q4 		$4.88M Buy
133,776
+6,991
+6% +$257K 1.74% 12
2021
Q3 		$4.59M Sell
126,785
-12,382
-9% -$460K 1.81% 11
2021
Q2 		$5.12M Buy
139,167
+295
+0.2% +$10.9K 2.66% 5
2021
Q1 		$4.91M Sell
138,872
-3,239
-2% -$114K 2.8% 5
2020
Q4 		$4.8M Sell
142,111
-8,714
-6% -$275K 2.99% 5
2020
Q3 		$4.41M Sell
150,825
-2,158
-1% -$63K 3.24% 4
2020
Q2 		$4.22M Sell
152,983
-19,781
-11% -$518K 3.37% 4
2020
Q1 		$4.14M Buy
+172,764
New +$4.94M 4.11% 5

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

Matthew Hamilton Rosenberg's SPDW Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.39% in Q3 2026, selling an estimated $51.7K and leaving 258,304 shares worth $13M. The position accounts for 2.32% of the portfolio, ranked #8.

Matthew Hamilton Rosenberg first reported a position in SPDW in Q1 2020 and has held it in 27 quarters since. The position peaked at $13.1M in Q2 2026. 413 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Matthew Hamilton Rosenberg held 258,304 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13M as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 1,017 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $51.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.32% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #8 holding.
  • Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13.1M in Q2 2026.
  • 413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.