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

Meredith Wealth Planning’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 		$759K Buy
+15,115
New +$769K 0.19% 44

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

Meredith Wealth Planning's SPDW Position: Q3 2026 in Review

Meredith Wealth Planning opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026: 15,115 shares worth $759K. The stake represents 0.19% of the portfolio and ranks #44 among its holdings.

340 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Meredith Wealth Planning held 15,115 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $759K as of Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Meredith Wealth Planning position in Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.19% of Meredith Wealth Planning's portfolio in Q3 2026, its #44 holding.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

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