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

Perigon 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 		$399K Sell
7,939
-755
-9% -$38.4K 0.01% 1013
2026
Q2 		$438K Buy
8,694
+372
+4% +$18.4K 0.01% 953
2026
Q1 		$380K Sell
8,322
-963
-10% -$45.2K 0.01% 927
2025
Q4 		$412K Sell
9,285
-987
-10% -$43.1K 0.01% 873
2025
Q3 		$440K Buy
10,272
+467
+5% +$19.4K 0.01% 789
2025
Q2 		$397K Sell
9,805
-2,155
-18% -$82.6K 0.01% 742
2025
Q1 		$435K Sell
11,960
-2,567
-18% -$92.8K 0.01% 677
2024
Q4 		$501K Buy
14,527
+1,793
+14% +$64.2K 0.01% 643
2024
Q3 		$478K Sell
12,734
-1,177
-8% -$42.5K 0.01% 632
2024
Q2 		$488K Sell
13,911
-3,176
-19% -$113K 0.01% 538
2024
Q1 		$612K Sell
17,087
-1,183
-6% -$40.6K 0.02% 486
2023
Q4 		$621K Buy
18,270
+2,074
+13% +$65.8K 0.02% 442
2023
Q3 		$502K Buy
16,196
+1,459
+10% +$47.1K 0.02% 446
2023
Q2 		$480K Buy
14,737
+1,525
+12% +$49.8K 0.02% 462
2023
Q1 		$424K Sell
13,212
-30
-0.2% -$947 0.02% 431
2022
Q4 		$393K Buy
13,242
+54
+0.4% +$1.55K 0.02% 449
2022
Q3 		$340K Buy
13,188
+776
+6% +$22.4K 0.03% 399
2022
Q2 		$358K Sell
12,412
-1,698
-12% -$53.8K 0.03% 388
2022
Q1 		$484K Buy
14,110
+887
+7% +$30.8K 0.03% 366
2021
Q4 		$482K Buy
13,223
+1,332
+11% +$49K 0.03% 352
2021
Q3 		$431K Sell
11,891
-2,197
-16% -$81.6K 0.04% 335
2021
Q2 		$518K Sell
14,088
-173
-1% -$6.42K 0.05% 305
2021
Q1 		$504K Buy
14,261
+419
+3% +$14.7K 0.05% 290
2020
Q4 		$467K Buy
13,842
+1,584
+13% +$49.9K 0.05% 263
2020
Q3 		$359K Buy
12,258
+1,954
+19% +$57.1K 0.05% 274
2020
Q2 		$285K Sell
10,304
-2,566
-20% -$67.1K 0.05% 275
2020
Q1 		$321K Sell
12,870
-3,763
-23% -$108K 0.06% 226
2019
Q4 		$522K Buy
16,633
+171
+1% +$5.21K 0.11% 139
2019
Q3 		$489K Buy
+16,462
New +$477K 0.11% 124

Other funds holding SPDW

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Perigon Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.7% in Q3 2026, selling an estimated $38.4K and leaving 7,939 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #1013.

Perigon Wealth Management first reported a position in SPDW in Q3 2019 and has held it in 29 quarters since. The position peaked at $621K in Q4 2023. 413 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Perigon Wealth Management held 7,939 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $399K as of Q3 2026.
  • Perigon Wealth Management sold 755 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $38.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1013 holding.
  • Perigon Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 29 quarters since.
  • Perigon Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $621K in Q4 2023.
  • 413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.