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

Mosley 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 		$1.28M Buy
25,779
+1,752
+7% +$89.1K 0.37% 53
2026
Q2 		$1.21M Buy
24,027
+20,979
+688% +$1.04M 0.39% 47
2026
Q1 		$130K Buy
+3,048
New +$143K 0.06% 163

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

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

Mosley Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.3% in Q3 2026, buying an estimated $89.1K and bringing the position to 25,779 shares worth $1.28M. The position accounts for 0.37% of the portfolio, ranked #53.

Mosley Wealth Management first reported a position in SPDW in Q1 2026 and has held it in 3 quarters since. 930 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Mosley Wealth Management held 25,779 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.28M as of Q3 2026.
  • Mosley Wealth Management bought 1,752 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $89.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.37% of Mosley Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Mosley Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2026 and has held it in 3 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 Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.