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

October Effect’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	$1.7M	Buy	33,789 +4,444	+15%	+$226K	1.73%	21
2026 Q2	$1.48M	Buy	29,345 +3,692	+14%	+$183K	1.39%	25
2026 Q1	$1.17M	Buy	25,653 +7,338	+40%	+$344K	1.35%	27
2025 Q4	$813K	Buy	18,315 +2,933	+19%	+$128K	0.9%	31
2025 Q3	$658K	Sell	15,382 -419	-3%	-$17.4K	0.73%	28
2025 Q2	$640K	Buy	+15,801	New	+$606K	0.77%	28

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

October Effect's SPDW Position: Q3 2026 in Review

October Effect increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 15% in Q3 2026, buying an estimated $226K and bringing the position to 33,789 shares worth $1.7M. The position accounts for 1.73% of the portfolio, ranked #21.

October Effect first reported a position in SPDW in Q2 2025 and has held it in 6 quarters since. 413 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

October Effect held 33,789 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.7M as of Q3 2026.
October Effect bought 4,444 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $226K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.73% of October Effect's portfolio in Q3 2026, its #21 holding.
October Effect first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 6 quarters since.
413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.