ORBA Wealth Advisors
SPDW icon

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

ORBA Wealth Advisors’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 		$2.97M Sell
59,111
-8,751
-13% -$445K 2.53% 10
2026
Q2 		$3.42M Sell
67,862
-18,142
-21% -$899K 2.92% 8
2026
Q1 		$3.93M Sell
86,004
-14,914
-15% -$700K 4.68% 4
2025
Q4 		$4.48M Sell
100,918
-15,103
-13% -$660K 3.89% 4
2025
Q3 		$4.96M Buy
116,021
+553
+0.5% +$22.9K 4.09% 4
2025
Q2 		$4.68M Sell
115,468
-46,939
-29% -$1.8M 4.26% 4
2025
Q1 		$5.91M Buy
162,407
+5,435
+3% +$196K 2.98% 7
2024
Q4 		$5.36M Sell
156,972
-4,029
-3% -$144K 2.8% 8
2024
Q3 		$6.05M Buy
161,001
+750
+0.5% +$27.1K 3.06% 8
2024
Q2 		$5.62M Buy
160,251
+3,929
+3% +$140K 2.91% 10
2024
Q1 		$5.6M Sell
156,322
-95
-0.1% -$3.26K 3.1% 8
2023
Q4 		$5.32M Buy
+156,417
New +$4.97M 3.19% 8

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

ORBA Wealth Advisors's SPDW Position: Q3 2026 in Review

ORBA Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 13% in Q3 2026, selling an estimated $445K and leaving 59,111 shares worth $2.97M. The position accounts for 2.53% of the portfolio, ranked #10.

ORBA Wealth Advisors first reported a position in SPDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.05M in Q3 2024. 548 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • ORBA Wealth Advisors held 59,111 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.97M as of Q3 2026.
  • ORBA Wealth Advisors sold 8,751 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $445K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.53% of ORBA Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • ORBA Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 12 quarters since.
  • ORBA Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.05M in Q3 2024.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.