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

PDS 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	$443K	Buy	+8,821	New	+$449K	0.03%	321

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

PDS Planning's SPDW Position: Q3 2026 in Review

PDS Planning opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026: 8,821 shares worth $443K. The stake represents 0.03% of the portfolio and ranks #321 among its holdings.

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

PDS Planning held 8,821 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $443K as of Q3 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new PDS Planning position in Q3 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of PDS Planning's portfolio in Q3 2026, its #321 holding.
812 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.