Merit Financial Group
SPDW icon

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

Merit 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 		$24.7M Buy
491,865
+7,510
+2% +$382K 0.14% 132
2026
Q2 		$24.4M Buy
484,355
+4,442
+0.9% +$220K 0.15% 121
2026
Q1 		$21.9M Buy
479,913
+16,340
+4% +$767K 0.16% 111
2025
Q4 		$20.6M Buy
463,573
+218,847
+89% +$9.6M 0.17% 109
2025
Q3 		$10.5M Sell
244,726
-45,625
-16% -$1.89M 0.1% 171
2025
Q2 		$11.8M Sell
290,351
-275
-0.1% -$10.5K 0.13% 125
2025
Q1 		$10.6M Sell
290,626
-230,171
-44% -$8.32M 0.16% 110
2024
Q4 		$17.8M Sell
520,797
-51,314
-9% -$1.84M 0.32% 56
2024
Q3 		$21.5M Sell
572,111
-82,411
-13% -$2.97M 0.48% 34
2024
Q2 		$23M Buy
654,522
+32,114
+5% +$1.14M 0.51% 35
2024
Q1 		$22.1M Buy
622,408
+267,190
+75% +$9.18M 0.53% 32
2023
Q4 		$12.1M Buy
355,218
+100,294
+39% +$3.18M 0.37% 39
2023
Q3 		$7.91M Buy
254,924
+3,657
+1% +$118K 0.26% 63
2023
Q2 		$8.18M Buy
251,267
+154,848
+161% +$5.05M 0.26% 60
2023
Q1 		$3.1M Buy
96,419
+6,574
+7% +$208K 0.11% 140
2022
Q4 		$2.67M Buy
89,845
+66,627
+287% +$1.91M 0.1% 156
2022
Q3 		$599K Buy
23,218
+5,643
+32% +$163K 0.03% 327
2022
Q2 		$507K Buy
+17,575
New +$556K 0.02% 356
2020
Q1 		– Sell
-6,386
Closed -$200K – 244
2019
Q4 		$200K Buy
+6,386
New +$194K 0.02% 225

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

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

Merit Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.6% in Q3 2026, buying an estimated $382K and bringing the position to 491,865 shares worth $24.7M. The position accounts for 0.14% of the portfolio, ranked #132.

Merit Financial Group first reported a position in SPDW in Q4 2019 and has held it in 19 quarters since. 930 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Merit Financial Group held 491,865 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $24.7M as of Q3 2026.
  • Merit Financial Group bought 7,510 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $382K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.14% of Merit Financial Group's portfolio in Q3 2026, its #132 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 19 quarters since.
  • 930 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.