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

Novem 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	$6.59M	Sell	131,264 -22,111	-14%	-$1.12M	0.65%	35
2026 Q2	$7.73M	Sell	153,375 -13,310	-8%	-$660K	0.78%	28
2026 Q1	$7.61M	Buy	166,685 +180	+0.1%	+$8.45K	0.87%	25
2025 Q4	$7.39M	Buy	166,505 +3,030	+2%	+$132K	0.85%	25
2025 Q3	$7M	Buy	163,475 +18,642	+13%	+$772K	0.82%	28
2025 Q2	$5.86M	Sell	144,833 -854	-0.6%	-$32.7K	0.74%	30
2025 Q1	$5.3M	Sell	145,687 -37,303	-20%	-$1.35M	0.74%	31
2024 Q4	$6.25M	Buy	+182,990	New	+$6.55M	0.91%	26

Other funds holding SPDW

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Novem Group's SPDW Position: Q3 2026 in Review

Novem Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q3 2026, selling an estimated $1.12M and leaving 131,264 shares worth $6.59M. The position accounts for 0.65% of the portfolio, ranked #35.

Novem Group first reported a position in SPDW in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.73M in Q2 2026. 413 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Novem Group held 131,264 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.59M as of Q3 2026.
Novem Group sold 22,111 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $1.12M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.65% of Novem Group's portfolio in Q3 2026, its #35 holding.
Novem Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 8 quarters since.
Novem Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.73M in Q2 2026.
413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.