PWM
SPDW icon

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

Partnership 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 		$10.6M Sell
210,736
-7,356
-3% -$374K 7.55% 4
2026
Q2 		$11M Buy
218,092
+7,258
+3% +$360K 7.43% 4
2026
Q1 		$9.62M Sell
210,834
-17,964
-8% -$843K 7.34% 4
2025
Q4 		$10.2M Buy
228,798
+6,833
+3% +$299K 7.31% 4
2025
Q3 		$9.5M Buy
221,965
+7,712
+4% +$320K 7.32% 4
2025
Q2 		$8.68M Buy
214,253
+37,857
+21% +$1.45M 7.02% 3
2025
Q1 		$6.42M Buy
176,396
+1,847
+1% +$66.7K 5.45% 5
2024
Q4 		$5.96M Buy
174,549
+37,231
+27% +$1.33M 4.96% 7
2024
Q3 		$5.16M Buy
137,318
+115,340
+525% +$4.16M 3.64% 7
2024
Q2 		$771K Buy
21,978
+2,232
+11% +$79.4K 0.57% 45
2024
Q1 		$708K Buy
19,746
+1,194
+6% +$41K 0.5% 53
2023
Q4 		$625K Buy
+18,552
New +$589K 0.47% 50

Other funds holding SPDW

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Partnership Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.4% in Q3 2026, selling an estimated $374K and leaving 210,736 shares worth $10.6M. The position accounts for 7.55% of the portfolio, ranked #4.

Partnership Wealth Management first reported a position in SPDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $11M in Q2 2026. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Partnership Wealth Management held 210,736 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.6M as of Q3 2026.
  • Partnership Wealth Management sold 7,356 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $374K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 7.55% of Partnership Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Partnership Wealth Management 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.
  • Partnership Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $11M in Q2 2026.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.