Modera Wealth Management
SPDW icon

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

Modera 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 		$10.3M Buy
205,352
+2,941
+1% +$150K 0.11% 128
2026
Q2 		$10.2M Buy
202,411
+2,690
+1% +$133K 0.11% 127
2026
Q1 		$9.12M Sell
199,721
-60,410
-23% -$2.83M 0.11% 133
2025
Q4 		$11.6M Buy
260,131
+898
+0.3% +$39.2K 0.13% 117
2025
Q3 		$11.1M Sell
259,233
-2,125
-0.8% -$88.1K 0.13% 118
2025
Q2 		$10.6M Buy
261,358
+90,245
+53% +$3.46M 0.13% 121
2025
Q1 		$6.23M Buy
171,113
+1
+0% +$36 0.08% 154
2024
Q4 		$5.84M Buy
171,112
+122,093
+249% +$4.37M 0.07% 164
2024
Q3 		$1.84M Buy
49,019
+14,393
+42% +$520K 0.02% 240
2024
Q2 		$1.21M Hold
34,626
– – 0.02% 269
2024
Q1 		$1.24M Buy
34,626
+1,267
+4% +$43.5K 0.02% 270
2023
Q4 		$1.13M Sell
33,359
-407
-1% -$12.9K 0.02% 280
2023
Q3 		$1.05M Sell
33,766
-80
-0.2% -$2.58K 0.02% 276
2023
Q2 		$1.1M Buy
33,846
+1,058
+3% +$34.5K 0.02% 283
2023
Q1 		$1.05M Sell
32,788
-1,313
-4% -$41.4K 0.04% 155
2022
Q4 		$1.01M Buy
34,101
+23,721
+229% +$681K 0.04% 153
2022
Q3 		$268K Sell
10,380
-15,439
-60% -$445K 0.01% 264
2022
Q2 		$745K Sell
25,819
-5,363
-17% -$170K 0.04% 164
2022
Q1 		$1.07M Sell
31,182
-700
-2% -$24.3K 0.05% 148
2021
Q4 		$1.16M Buy
+31,882
New +$1.17M 0.04% 160

Other funds holding SPDW

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 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
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Modera Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.5% in Q3 2026, buying an estimated $150K and bringing the position to 205,352 shares worth $10.3M. The position accounts for 0.11% of the portfolio, ranked #128.

Modera Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.6M in Q4 2025. 551 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Modera Wealth Management held 205,352 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.3M as of Q3 2026.
  • Modera Wealth Management bought 2,941 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $150K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Modera Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Modera Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 20 quarters since.
  • Modera Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $11.6M in Q4 2025.
  • 551 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.