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

Peterson 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	$330K	Hold	6,582	–	–	0.15%	42
2026 Q2	$332K	Buy	6,582 +93	+1%	+$4.61K	0.15%	36
2026 Q1	$296K	Hold	6,489	–	–	0.17%	39
2025 Q4	$288K	Buy	6,489 +114	+2%	+$4.98K	0.21%	34
2025 Q3	$273K	Hold	6,375	–	–	0.19%	36
2025 Q2	$258K	Hold	6,375	–	–	0.15%	37
2025 Q1	$232K	Hold	6,375	–	–	0.16%	49
2024 Q4	$218K	Hold	6,375	–	–	0.13%	47
2024 Q3	$239K	Hold	6,375	–	–	0.15%	44
2024 Q2	$224K	Hold	6,375	–	–	0.14%	51
2024 Q1	$228K	Buy	+6,375	New	+$219K	0.17%	52

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Peterson Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 6,582 shares worth $330K. The position accounts for 0.15% of the portfolio, ranked #42.

Peterson Wealth Management first reported a position in SPDW in Q1 2024 and has held it in 11 quarters since. The position peaked at $332K in Q2 2026. 1,139 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Peterson Wealth Management held 6,582 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $330K as of Q3 2026.
Peterson Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.15% of Peterson Wealth Management's portfolio in Q3 2026, its #42 holding.
Peterson Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 11 quarters since.
Peterson Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $332K in Q2 2026.
1,139 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.