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

Next Level 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 		$10.2K Buy
+204
New +$10.4K ﹤0.01% 335

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
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
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
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Next Level Wealth Planning's SPDW Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026: 204 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #335 among its holdings.

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

  • Next Level Wealth Planning held 204 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.2K as of Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Next Level Wealth Planning position in Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #335 holding.
  • 812 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.